Vertex Planning Partners’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 | $4.95M | Sell |
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2025
Q2 | $6.42M | Sell |
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|
2025
Q1 | $7.63M | Buy |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $2.06M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $899K | Buy |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q4 | $747K | Buy |
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