WealthPLAN Partners’s iShares Trust 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 | $2.44M | Sell |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $3.58M | Buy |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $852K | Buy |
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|
2020
Q4 | $809K | Buy |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $536K | Buy |
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