A detailed history of Family Wealth Group, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,943 shares of IUSB stock, worth $885,395. This represents 0.91% of its overall portfolio holdings.

Number of Shares
18,943
Previous 21,129 10.35%
Holding current value
$885,395
Previous $973,000 10.07%
% of portfolio
0.91%
Previous 1.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$45.12 - $46.23 $98,632 - $101,058
-2,186 Reduced 10.35%
18,943 $875,000
Q1 2025

May 14, 2025

SELL
$44.72 - $46.25 $347,966 - $359,871
-7,781 Reduced 26.91%
21,129 $973,000
Q4 2024

May 14, 2025

BUY
$45.07 - $47.1 $376,244 - $393,190
8,348 Added 40.6%
28,910 $1.31 Million
Q3 2024

Apr 01, 2025

BUY
$44.83 - $47.42 $306,054 - $323,736
6,827 Added 49.71%
20,562 $968,000
Q3 2024

Nov 14, 2024

BUY
$44.83 - $47.42 $181,785 - $192,288
4,055 Added 25.9%
19,710 $928,000
Q2 2024

Apr 01, 2025

SELL
$44.3 - $45.58 $53,780 - $55,334
-1,214 Reduced 8.12%
13,735 $621,000
Q2 2024

Aug 14, 2024

SELL
$44.3 - $45.58 $58,608 - $60,302
-1,323 Reduced 7.79%
15,655 $707,000
Q1 2024

Apr 01, 2025

BUY
$45.02 - $46.27 $106,832 - $109,798
2,373 Added 18.87%
14,949 $682 Million
Q1 2024

Aug 14, 2024

BUY
$45.02 - $46.27 $122,004 - $125,391
2,710 Added 18.99%
16,978 $774,000
Q4 2023

Apr 01, 2025

SELL
$42.6 - $46.25 $303,908 - $329,947
-7,134 Reduced 36.19%
12,576 $579 Million
Q4 2023

Feb 14, 2024

BUY
$42.6 - $46.25 $607,816 - $659,895
14,268 New
14,268 $657,000

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.