WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.14M | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.45M | Sell |
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|
2022
Q1 | $2.6M | Buy |
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