Plante Moran Financial 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
Q2 | – | Sell |
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|
2025
Q1 | $9.95K | Sell |
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|
2024
Q4 | $37.8K | Hold |
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2024
Q3 | $39.4K | Hold |
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|
2024
Q2 | $37.8K | Hold |
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|
2024
Q1 | $38.2K | Hold |
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|
2023
Q4 | $38.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.41K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $16K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $87K | Buy |
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