Regent Peak Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $828K | Buy |
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|
2021
Q3 | $831K | Hold |
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|
2021
Q2 | $842K | Sell |
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|
2021
Q1 | $846K | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $802K | Buy |
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|
2020
Q2 | $777K | Buy |
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|
2020
Q1 | $709K | Sell |
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|
2019
Q4 | $19.9M | Buy |
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