Venturi Wealth Management’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 | $5.38M | Buy |
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|
2025
Q2 | $4.73M | Sell |
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|
2025
Q1 | $4.73M | Sell |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $5.12M | Sell |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $4.29M | Sell |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $5.21M | Buy |
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $3.78M | Sell |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $4.29M | Buy |
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.51M | Sell |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.47M | Buy |
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