SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06K | Hold |
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2025
Q2 | $2.02K | Buy |
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2025
Q1 | $1.99K | Hold |
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|
2024
Q4 | $1.94K | Buy |
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|
2024
Q3 | $1.99K | Hold |
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|
2024
Q2 | $1.89K | Buy |
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|
2024
Q1 | $1.89K | Hold |
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|
2023
Q4 | $1.9K | Hold |
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|
2023
Q3 | $1.78K | Buy |
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|
2023
Q2 | $1.83K | Hold |
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|
2023
Q1 | $1.84K | Hold |
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|
2022
Q4 | $1.79K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $2K | Buy |
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