Stokes Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
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|
2025
Q1 | $32.7M | Buy |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $36.2M | Buy |
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|
2024
Q2 | $23.2M | Sell |
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|
2024
Q1 | $25.3M | Buy |
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|
2023
Q4 | $15.2M | Sell |
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|
2023
Q3 | $19.8M | Sell |
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|
2023
Q2 | $23.8M | Sell |
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|
2023
Q1 | $25M | Buy |
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|
2022
Q4 | $15.1M | Buy |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $15M | Buy |
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|
2022
Q1 | $14.9M | Buy |
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|
2021
Q4 | $9.69M | Buy |
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|
2021
Q3 | $8.71M | Buy |
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|
2021
Q2 | $8.11M | Buy |
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|
2021
Q1 | $4.88M | Buy |
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