Robertson Stephens Wealth Management’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 | – | Sell |
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|
2025
Q2 | $3.71M | Buy |
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|
2025
Q1 | $3.53M | Sell |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $6.6M | Buy |
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|
2024
Q2 | $5.19M | Buy |
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2024
Q1 | $4.77M | Buy |
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $7.85M | Buy |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $5.24M | Buy |
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|
2022
Q4 | $3.86M | Buy |
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|
2022
Q3 | $2.05M | Sell |
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|
2022
Q2 | $3M | Sell |
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|
2022
Q1 | $4.39M | Buy |
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|
2021
Q4 | $3.83M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $950K | Buy |
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