Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History

Bennett Associates Wealth Management

$138 Billion
Q3 2025

A detailed history of Bennett Associates Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bennett Associates Wealth Management holds 135,453 shares of IUSB stock, worth $6.31 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

135,453

Previous 109,454 23.75%

Holding current value

$6.31 Million

Previous $5.06 Billion 25.04%

% of portfolio

4.59%

Previous 3.89%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$45.6 - $46.92 $1.19 Million - $1.22 Million	25,999 Added 23.75%	135,453 $6.33 Billion
Q2 2025 Jul 22, 2025	SELL	$45.12 - $46.23 $58,656 - $60,098	-1,300 Reduced 1.17%	109,454 $5.06 Billion
Q1 2025 Apr 09, 2025	BUY	$44.72 - $46.25 $192,072 - $198,643	4,295 Added 4.03%	110,754 $5.1 Billion
Q4 2024 Jan 14, 2025	BUY	$45.07 - $47.1 $1.11 Million - $1.16 Million	24,657 Added 30.14%	106,459 $4.81 Billion
Q3 2024 Nov 07, 2024	BUY	$44.83 - $47.42 $153,677 - $162,555	3,428 Added 4.37%	81,802 $3.85 Billion

Q2 2024 Jul 16, 2024	BUY	$44.3 - $45.58 $88,024 - $90,567	1,987 Added 2.6%	78,374 $3.54 Billion
Q1 2024 Apr 22, 2024	BUY	$45.02 - $46.27 $258,369 - $265,543	5,739 Added 8.12%	76,387 $3.48 Billion
Q4 2023 Feb 14, 2024	BUY	$42.6 - $46.25 $3.01 Million - $3.27 Million	70,648 New	70,648 $3.25 Billion

Others Institutions Holding IUSB

# of Institutions

846

Shares Held

687M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Account

Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History