TrueWealth 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
Q3 | $504K | Sell |
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|
2025
Q2 | $549K | Sell |
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2025
Q1 | $646K | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $960K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $933K | Buy |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $556K | Buy |
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