Morris Financial Concepts’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
2026 Q1	$1.07M	Buy	23,081 +567	+3%	+$26.4K	0.36%	48
2025 Q4	$1.05M	Buy	22,514 +833	+4%	+$38.9K	0.37%	46
2025 Q3	$1.01M	Buy	21,681 +970	+5%	+$44.9K	0.37%	45
2025 Q2	$957K	Buy	20,711 +239	+1%	+$10.9K	0.38%	45
2025 Q1	$943K	Sell	20,472 -504	-2%	-$23K	0.4%	45
2024 Q4	$948K	Sell	20,976 -7,012	-25%	-$322K	0.41%	41
2024 Q3	$1.32M	Buy	27,988 +7,255	+35%	+$337K	0.57%	33
2024 Q2	$938K	Buy	20,733 +89	+0.4%	+$4K	0.45%	39
2024 Q1	$941K	Buy	20,644 +1,148	+6%	+$52.2K	0.48%	37
2023 Q4	$898K	Buy	19,496 +917	+5%	+$40.5K	0.51%	34
2023 Q3	$812K	Buy	18,579 +3,262	+21%	+$146K	0.54%	33
2023 Q2	$696K	Buy	15,317 +3,698	+32%	+$169K	0.45%	36
2023 Q1	$536K	Sell	11,619 -2,923	-20%	-$134K	0.38%	41
2022 Q4	$653K	Buy	14,542 +5,531	+61%	+$247K	0.53%	37
2022 Q3	$401K	Buy	9,011 +1,644	+22%	+$76.7K	0.42%	39
2022 Q2	$345K	Sell	7,367 -5,125	-41%	-$244K	0.33%	48
2022 Q1	$620K	Buy	+12,492	New	+$637K	0.52%	30