NFP Retirement Inc’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	–	Sell	-6,158	Closed	-$285K	–	310
2025 Q2	$285K	Sell	6,158 -1,975	-24%	-$90.1K	0.02%	251
2025 Q1	$375K	Sell	8,133 -1,267	-13%	-$57.7K	0.03%	207
2024 Q4	$425K	Buy	9,400 +229	+2%	+$10.5K	0.03%	201
2024 Q3	$432K	Sell	9,171 -8,794	-49%	-$408K	0.04%	199
2024 Q2	$812K	Buy	17,965 +408	+2%	+$18.3K	0.07%	135
2024 Q1	$800K	Buy	17,557 +11,378	+184%	+$518K	0.07%	134
2023 Q4	$285K	Sell	6,179 -303	-5%	-$13.4K	0.05%	196
2023 Q3	$283K	Buy	6,482 +515	+9%	+$23K	0.05%	186
2023 Q2	$271K	Sell	5,967 -64,748	-92%	-$2.96M	0.05%	193
2023 Q1	$3.26M	Buy	70,715 +28,135	+66%	+$1.29M	0.65%	39
2022 Q4	$1.91M	Buy	42,580 +14,439	+51%	+$646K	0.42%	58
2022 Q3	$1.25M	Buy	28,141 +16,196	+136%	+$756K	0.31%	71
2022 Q2	$559K	Buy	11,945 +5,317	+80%	+$253K	0.14%	124
2022 Q1	$329K	Buy	+6,628	New	+$338K	0.08%	171