Strategic Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strategic Wealth Partners’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.94M	Buy
2025 Q2	$46.7K	Buy
2024 Q4	–	Sell
2024 Q3	$215K	Hold
2024 Q2	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$287K	Sell
2022 Q3	$1.76M	Buy