Wealthcare Advisory 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
Sell
-4,472
Closed -$207K 1040
2025
Q2
$207K Buy
+4,472
New +$204K ﹤0.01% 926
2023
Q1
Sell
-5,489
Closed -$247K 715
2022
Q4
$247K Sell
5,489
-758
-12% -$33.9K 0.01% 589
2022
Q3
$278K Sell
6,247
-2,260
-27% -$105K 0.02% 498
2022
Q2
$398K Sell
8,507
-4,192
-33% -$199K 0.02% 374
2022
Q1
$630K Sell
12,699
-5,614
-31% -$286K 0.04% 268
2021
Q4
$969K Sell
18,313
-131
-0.7% -$6.95K 0.06% 200
2021
Q3
$982K Buy
18,444
+894
+5% +$48K 0.06% 192
2021
Q2
$939K Buy
17,550
+287
+2% +$15.2K 0.06% 207
2021
Q1
$911K Buy
17,263
+9,165
+113% +$491K 0.07% 194
2020
Q4
$442K Buy
+8,098
New +$440K 0.04% 253

Other funds holding IUSB