R.W. Roge & Company’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 | $3.72M | Hold |
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|
2025
Q2 | $3.69M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $8.35M | Sell |
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|
2024
Q3 | $8.88M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $9.41M | Sell |
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|
2023
Q4 | $9.8M | Buy |
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|
2023
Q3 | $8.4M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $18.4M | Buy |
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|
2021
Q4 | $18.9M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $12.5M | Buy |
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|
2020
Q4 | $9.14M | Buy |
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|
2020
Q3 | $8.75M | Buy |
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|
2020
Q2 | $8.49M | Sell |
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|
2020
Q1 | $10.4M | Buy |
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|
2019
Q4 | $3.54M | Buy |
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