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Pacific Capital Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$226 – 221
2024
Q4 		$226 Hold
5
– – ﹤0.01% 377
2024
Q3 		$236 Hold
5
– – ﹤0.01% 466
2024
Q2 		$226 Hold
5
– – ﹤0.01% 491
2024
Q1 		$228 Hold
5
– – ﹤0.01% 501
2023
Q4 		$230 Buy
+5
New +$230 ﹤0.01% 324