Wealth Plan Investment Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 236,764 shares of IUSB stock, worth $10.9 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

236,764

Holding current value

$10.9 Million

% of portfolio

0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$45.12 - $46.23 $10.7 Million - $10.9 Million	236,764 New	236,764 $10.9 Million
Q3 2023 Nov 09, 2023	BUY	$43.62 - $45.64 $1.47 Million - $1.54 Million	33,747 Added 1687350.0%	33,749 $1.48 Million
Q2 2023 Aug 14, 2023	SELL	$45.12 - $46.45 $82,795 - $85,235	-1,835 Reduced 99.89%	2 $0
Q2 2023 Jul 25, 2023	BUY	$45.12 - $46.45 $82,795 - $85,235	1,835 Added 91750.0%	1,837 $83,000
Q1 2023 May 08, 2023	SELL	$44.68 - $46.69 $1.75 Million - $1.83 Million	-39,094 Reduced 99.99%	2 $0
Q4 2022 Feb 15, 2023	BUY	$43.31 - $46.11 $129,886 - $138,283	2,999 Added 8.31%	39,096 $1.76 Million
Q3 2022 Dec 12, 2022	SELL	$44.1 - $48.01 $203,962 - $222,046	-4,625 Reduced 11.36%	36,097 $1.66 Million
Q1 2022 Sep 07, 2022	BUY	$49.13 - $52.58 $2 Million - $2.14 Million	40,722 New	40,722 $1.94 Million

Others Institutions Holding IUSB

# of Institutions

819

Shares Held

688M

Call Options Held

100

Put Options Held

400

View Full List

About ISHARES CORE TOTAL USD BOND MA

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Wealth Plan Investment Management, LLC Ishares Core Total Usd Bond Ma Transaction History