Sanders Morris Harris’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,538	Closed	-$209K	–	228
2025 Q1	$209K	Sell	4,538 -1,303	-22%	-$60K	0.03%	249
2024 Q4	$263K	Buy	+5,841	New	+$263K	0.04%	238
2024 Q3	–	Sell	-5,073	Closed	-$229K	–	295
2024 Q2	$229K	Buy	+5,073	New	+$229K	0.04%	241