Meridian Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.38M | Buy |
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