WealthPlan Investment Management’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
$1.17M Sell
2025
Q2
$10.9M Buy
2023
Q3
Sell
2023
Q2
$91 Hold
2023
Q1
$92 Sell
2022
Q4
$1.79M Buy
2022
Q3
$1.66M Buy
2022
Q1
$1.94M Buy