SWMG LLC’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 | $5.77M | Sell |
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|
2025
Q2 | $7.12M | Sell |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $5.68M | Buy |
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|
2024
Q3 | $5.67M | Sell |
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|
2024
Q2 | $5.91M | Sell |
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|
2024
Q1 | $5.98M | Sell |
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|
2023
Q4 | $6.19M | Sell |
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|
2023
Q3 | $7.17M | Sell |
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|
2023
Q2 | $7.7M | Buy |
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|
2023
Q1 | $7.76M | Buy |
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|
2022
Q4 | $6.6M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q1 | $5.32M | Buy |
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|
2021
Q4 | $4.6M | Buy |
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|
2021
Q3 | $4.5M | Sell |
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|
2021
Q2 | $5.41M | Sell |
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|
2021
Q1 | $5.76M | Buy |
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|
2020
Q4 | $4.45M | Buy |
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