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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$628K	Buy	+13,584	New	+$628K	0.13%	126
2024 Q4	–	Sell	-99,884	Closed	-$4.71M	–	176
2024 Q3	$4.71M	Buy	+99,884	New	+$4.71M	2.5%	14