Wealth Enhancement Advisory Services’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 | $5.69M | Buy |
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|
2025
Q2 | $4.65M | Sell |
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|
2025
Q1 | $5.95M | Sell |
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|
2024
Q4 | $9.59M | Buy |
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|
2024
Q3 | $5.1M | Sell |
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|
2024
Q2 | $5.27M | Sell |
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|
2024
Q1 | $5.46M | Sell |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $5.97M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $333K | Buy |
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