Cardinal Point Wealth Management Partners, LLC Ishares Core Total Usd Bond Ma Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$45.73 - $49.5 $929,462 - $1.01 Million	-20,325 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$49.13 - $52.58 $115,455 - $123,563	2,350 Added 13.07%	20,325 $1.01 Million
Q4 2021 Feb 10, 2022	BUY	$52.59 - $53.43 $945,305 - $960,404	17,975 New	17,975 $951,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

159M
Shares

$7.24 Billion
2.48% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.73 Billion
0.06% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$2.46 Billion
2.61% of portfolio
Wells Fargo & Company San Francisco, CA

40M
Shares

$1.82 Billion
0.43% of portfolio
Lpl Financial LLC Fort Mill, SC

39.3M
Shares

$1.79 Billion
0.85% of portfolio

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