Vantage Financial Partners (Wisconsin)’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 | $705K | Sell |
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2025
Q2 | $781K | Buy |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $335K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $475K | Buy |
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