Patriot Financial Group Insurance Agency’s iShares Trust 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 | $4.39M | Sell |
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|
2025
Q2 | $5.45M | Sell |
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|
2025
Q1 | $7.32M | Buy |
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|
2024
Q4 | $5.86M | Buy |
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|
2024
Q3 | $5.42M | Buy |
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|
2024
Q2 | $3.85M | Buy |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $757K | Buy |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Sell |
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|
2017
Q4 | $24K | Buy |
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|
2017
Q3 | $5K | Buy |
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