Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $436K | Hold |
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|
2021
Q2 | $438K | Hold |
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|
2021
Q1 | $432K | Hold |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $431K | Hold |
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|
2019
Q4 | $427K | Buy |
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