ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $845K | Buy |
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|
2024
Q2 | $674K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $608K | Buy |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $1.93M | Buy |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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