Pinnacle Family 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 | $692K | Sell |
|
|||||
|
2025
Q2 | $701K | Sell |
|
|||||
|
2025
Q1 | $879K | Sell |
|
|||||
|
2024
Q4 | $1.09M | Buy |
|
|||||
|
2024
Q3 | $945K | Sell |
|
|||||
|
2024
Q2 | $912K | Sell |
|
|||||
|
2024
Q1 | $929K | Buy |
|
|||||
|
2023
Q4 | $596K | Sell |
|
|||||
|
2023
Q3 | $577K | Sell |
|
|||||
|
2023
Q2 | $680K | Buy |
|
|||||
|
2023
Q1 | $641K | Buy |
|
|||||
|
2022
Q4 | $592K | Buy |
|
|||||
|
2022
Q3 | $450K | Sell |
|
|||||
|
2022
Q2 | $482K | Buy |
|
|||||
|
2022
Q1 | $491K | Buy |
|
|||||
|
2021
Q4 | $456K | Buy |
|
|||||
|
2021
Q3 | $273K | Buy |
|
|||||
|
2021
Q2 | $274K | Buy |
|