Wells Financial Advisors’s iShares Trust iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wells Financial Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$743K	Sell
2025 Q2	$765K	Sell
2025 Q1	$1.01M	Hold
2024 Q4	$990K	Hold
2024 Q3	$1.03M	Sell
2024 Q2	$1.06M	Buy
2024 Q1	$1.02M	Buy
2023 Q4	$1.02M	Buy