Summit Wealth Partners’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11.5M Buy
2025
Q1
$10.2M Buy
2024
Q4
$8.31M Buy
2024
Q3
$6.87M Buy
2024
Q2
$5.42M Buy
2024
Q1
$3.4M Buy
2023
Q4
$2.62M Buy
2023
Q3
$1.49M Buy
2023
Q2
$1.22M Sell
2023
Q1
$1.65M Sell
2022
Q4
$3.12M Sell
2022
Q3
$3.34M Sell
2022
Q2
$3.78M Buy
2022
Q1
$924K Buy
2021
Q4
$886K Buy
2021
Q3
$855K Buy
2021
Q2
$763K Buy
2021
Q1
$738K Buy
2020
Q4
$564K Buy
2020
Q3
$395K Buy