Certus Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Certus Wealth Management, LLC
- $155 Million
- Q3 2025
A detailed history of Certus Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Certus Wealth Management, LLC holds 21,857 shares of IUSB stock, worth $1.02 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
21,857
Previous 25,736
15.07%
Holding current value
$1.02 Million
Previous $1.19 Million
14.21%
% of portfolio
0.66%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio