Visionary Wealth Advisors’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	–	Sell	-10,982	Closed	-$508K	–	608
2025 Q2	$508K	Sell	10,982 -33,006	-75%	-$1.51M	0.03%	357
2025 Q1	$2.03M	Buy	43,988 +8,968	+26%	+$409K	0.12%	170
2024 Q4	$1.58M	Sell	35,020 -19,070	-35%	-$875K	0.09%	197
2024 Q3	$2.55M	Buy	54,090 +16,813	+45%	+$780K	0.16%	147
2024 Q2	$1.69M	Sell	37,277 -18,209	-33%	-$819K	0.11%	187
2024 Q1	$2.53M	Sell	55,486 -10,412	-16%	-$474K	0.17%	145
2023 Q4	$3.04M	Buy	65,898 +48,589	+281%	+$2.15M	0.22%	116
2023 Q3	$757K	Sell	17,309 -15,305	-47%	-$684K	0.06%	241
2023 Q2	$1.48M	Sell	32,614 -73,178	-69%	-$3.35M	0.12%	172
2023 Q1	$4.88M	Sell	105,792 -21,869	-17%	-$1M	0.41%	70
2022 Q4	$5.74M	Sell	127,661 -2,477	-2%	-$111K	0.53%	56
2022 Q3	$5.79M	Sell	130,138 -2,688	-2%	-$125K	0.6%	40
2022 Q2	$6.22M	Sell	132,826 -181,274	-58%	-$8.61M	0.56%	44
2022 Q1	$15.6M	Buy	314,100 +60,557	+24%	+$3.09M	1.25%	17
2021 Q4	$13.4M	Sell	253,543 -18,388	-7%	-$975K	1.1%	24
2021 Q3	$14.5M	Sell	271,931 -15,311	-5%	-$822K	1.49%	18
2021 Q2	$15.4M	Buy	287,242 +61,696	+27%	+$3.28M	1.54%	18
2021 Q1	$11.9M	Sell	225,546 -8,105	-3%	-$434K	1.25%	22
2020 Q4	$12.8M	Buy	233,651 +48,415	+26%	+$2.63M	1.43%	21
2020 Q3	$10.1M	Buy	+185,236	New	+$10.1M	1.42%	20