Sequoia Financial Advisors’s iShares Trust iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sequoia Financial Advisors’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
2025 Q2	$1.01M	Buy
2025 Q1	$233K	Buy
2024 Q4	$200K	Buy
2024 Q2	–	Sell
2024 Q1	$386K	Sell
2023 Q4	$1.53M	Buy