Wealthspire Advisors (New York)’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
2026 Q1	$218M	Buy	4,727,243 +109,429	+2%	+$5.1M	1.71%	17
2025 Q4	$215M	Buy	4,617,814 +228,371	+5%	+$10.7M	1.71%	14
2025 Q3	$205M	Buy	4,389,443 +48,964	+1%	+$2.26M	1.07%	18
2025 Q2	$201M	Sell	4,340,479 -148,387	-3%	-$6.77M	1.13%	19
2025 Q1	$207M	Sell	4,488,866 -21,908	-0.5%	-$998K	1.24%	18
2024 Q4	$204M	Buy	4,510,774 +226,963	+5%	+$10.4M	2.03%	11
2024 Q3	$202M	Buy	4,283,811 +3,344,326	+356%	+$155M	2.05%	12
2024 Q2	$42.5M	Buy	939,485 +52,979	+6%	+$2.38M	0.54%	33
2024 Q1	$40.4M	Sell	886,506 -48,647	-5%	-$2.21M	0.54%	33
2023 Q4	$43.1M	Buy	935,153 +187,890	+25%	+$8.3M	0.61%	32
2023 Q3	$32.7M	Sell	747,263 -22,856	-3%	-$1.02M	0.54%	33
2023 Q2	$35M	Buy	770,119 +2,038	+0.3%	+$93.3K	0.57%	33
2023 Q1	$35.4M	Sell	768,081 -104,462	-12%	-$4.78M	0.61%	32
2022 Q4	$39.2M	Sell	872,543 -137,819	-14%	-$6.16M	0.71%	29
2022 Q3	$45M	Buy	1,010,362 +404,828	+67%	+$18.9M	0.94%	21
2022 Q2	$28.4M	Buy	605,534 +102,589	+20%	+$4.87M	0.59%	32
2022 Q1	$25M	Buy	502,945 +153,689	+44%	+$7.83M	0.56%	28
2021 Q4	$18.5M	Buy	349,256 +290,032	+490%	+$15.4M	0.41%	35
2021 Q3	$3.15M	Buy	59,224 +4,059	+7%	+$218K	0.07%	119
2021 Q2	$2.95M	Buy	55,165 +9,122	+20%	+$485K	0.08%	88
2021 Q1	$2.43M	Buy	46,043 +18,335	+66%	+$983K	0.06%	155
2020 Q4	$1.51M	Buy	+27,708	New	+$1.51M	0.05%	160
2020 Q2	–	Sell	-6,746	Closed	-$354K	–	405
2020 Q1	$354K	Buy	+6,746	New	+$354K	0.01%	353