Waverly Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $12.8M | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $398K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $438K | Sell |
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|
2019
Q3 | $473K | Buy |
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|
2019
Q2 | $466K | Sell |
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|
2019
Q1 | $461K | Sell |
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|
2018
Q4 | $653K | Buy |
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