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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $205M | Buy |
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|
2025
Q2 | $201M | Sell |
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|
2025
Q1 | $207M | Sell |
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|
2024
Q4 | $204M | Buy |
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|
2024
Q3 | $202M | Buy |
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|
2024
Q2 | $42.5M | Buy |
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|
2024
Q1 | $40.4M | Sell |
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|
2023
Q4 | $43.1M | Buy |
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|
2023
Q3 | $32.7M | Sell |
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|
2023
Q2 | $35M | Buy |
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|
2023
Q1 | $35.4M | Sell |
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|
2022
Q4 | $39.2M | Sell |
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|
2022
Q3 | $45M | Buy |
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|
2022
Q2 | $28.4M | Buy |
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|
2022
Q1 | $25M | Buy |
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|
2021
Q4 | $18.5M | Buy |
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|
2021
Q3 | $3.15M | Buy |
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|
2021
Q2 | $2.95M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $354K | Buy |
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