SageView Advisory Group’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
$5.81M Buy
2025
Q2
$812K Sell
2025
Q1
$819K Sell
2024
Q4
$857K Sell
2024
Q3
$973K Buy
2024
Q2
Sell
2024
Q1
$438K Buy
2023
Q4
Sell
2023
Q3
$1.54M Buy
2023
Q2
$1.45M Buy
2023
Q1
$1.13M Buy
2022
Q4
$429K Buy