Mount Yale Investment Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
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|
2025
Q1 | $5.28M | Sell |
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|
2024
Q4 | $5.39M | Sell |
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|
2024
Q3 | $7.1M | Buy |
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|
2024
Q2 | $6.05M | Sell |
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|
2024
Q1 | $6.27M | Buy |
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|
2023
Q4 | $5.38M | Buy |
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|
2023
Q3 | $4.92M | Sell |
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|
2023
Q2 | $5.62M | Buy |
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|
2023
Q1 | $5.34M | Buy |
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|
2022
Q4 | $4.87M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.89M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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