Sunesis Advisors’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
Q1 | $3M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $2.5M | Buy |
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|
2023
Q1 | $834K | Buy |
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|
2022
Q4 | $647K | Hold |
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|
2022
Q3 | $641K | Hold |
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|
2022
Q2 | $674K | Hold |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $762K | Hold |
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|
2021
Q3 | $767K | Hold |
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|
2021
Q2 | $770K | Hold |
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|
2021
Q1 | $760K | Hold |
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|
2020
Q4 | $786K | Hold |
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|
2020
Q3 | $783K | Hold |
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|
2020
Q2 | $783K | Hold |
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|
2020
Q1 | $756K | Hold |
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|
2019
Q4 | $751K | Hold |
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|
2019
Q3 | $755K | Hold |
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|
2019
Q2 | $744K | Hold |
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|
2019
Q1 | $729K | Hold |
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|
2018
Q4 | $709K | Buy |
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