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	-17,923	Closed	-$845K	–	93
2024 Q3	$845K	Buy	17,923 +3,025	+20%	+$140K	0.41%	41
2024 Q2	$674K	Buy	14,898 +391	+3%	+$17.6K	0.35%	48
2024 Q1	$661K	Buy	14,507 +1,302	+10%	+$59.3K	0.36%	49
2023 Q4	$608K	Buy	13,205 +545	+4%	+$24.1K	0.37%	48
2023 Q3	$553K	Buy	12,660 +420	+3%	+$18.8K	0.38%	47
2023 Q2	$557K	Sell	12,240 -56	-0.5%	-$2.56K	0.37%	42
2023 Q1	$567K	Buy	12,296 +757	+7%	+$34.6K	0.4%	47
2022 Q4	$518K	Sell	11,539 -31,827	-73%	-$1.42M	0.37%	51
2022 Q3	$1.93M	Buy	43,366 +7,462	+21%	+$348K	1.47%	19
2022 Q2	$1.68M	Sell	35,904 -9,593	-21%	-$456K	1.21%	23
2022 Q1	$2.26M	Buy	+45,497	New	+$2.32M	1.19%	28