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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Buy |
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|
2025
Q2 | $957K | Buy |
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|
2025
Q1 | $943K | Sell |
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|
2024
Q4 | $948K | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $941K | Buy |
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|
2023
Q4 | $898K | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $653K | Buy |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $620K | Buy |
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