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Richard P. Slaughter Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Richard P. Slaughter Associates’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,147
Closed -$515K – 121
2025
Q2 		$515K Sell
11,147
-10,974
-50% -$501K 0.11% 82
2025
Q1 		$1.02M Hold
22,121
– – 0.24% 61
2024
Q4 		$1,000K Hold
22,121
– – 0.22% 91
2024
Q3 		$1.04M Sell
22,121
-1,041
-4% -$48.3K 0.24% 91
2024
Q2 		$1.05M Hold
23,162
– – 0.25% 92
2024
Q1 		$1.06M Buy
23,162
+595
+3% +$27.1K 0.26% 93
2023
Q4 		$1.04M Buy
+22,567
New +$997K 0.26% 102
2022
Q4 		– Sell
-5,928
Closed -$263K – 134
2022
Q3 		$263K Sell
5,928
-34,481
-85% -$1.61M 0.11% 118
2022
Q2 		$1.89M Buy
+40,409
New +$1.92M 0.83% 34

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