Simplicity Solutions’s iShares Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $4.35M | Buy |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $488K | Sell |
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|
2021
Q4 | $529K | Sell |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $813K | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.65M | Sell |
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|
2020
Q1 | $5.88M | Buy |
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|
2019
Q4 | $724K | Buy |
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|
2019
Q3 | $511K | Sell |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $440K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $329K | Buy |
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