Perennial Investment Advisors’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 | $902K | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $938K | Sell |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $688K | Buy |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $495K | Sell |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $534K | Buy |
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