Diversified Portfolios, Inc. Ishares Core Total Usd Bond Ma Transaction History

Diversified Portfolios, Inc.

$778 Million
Q1 2025

A detailed history of Diversified Portfolios, Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 455,712 shares of IUSB stock, worth $21 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

455,712

Previous 559,800 18.59%

Holding current value

$21 Million

Previous $25.3 Million 17.01%

% of portfolio

2.7%

Previous 3.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$44.72 - $46.25 $4.65 Million - $4.81 Million	-104,088 Reduced 18.59%	455,712 $21 Million
Q4 2024 Jan 29, 2025	SELL	$45.07 - $47.1 $6.41 Million - $6.7 Million	-142,230 Reduced 20.26%	559,800 $25.3 Million
Q3 2024 Nov 06, 2024	SELL	$44.83 - $47.42 $9.6 Million - $10.2 Million	-214,196 Reduced 23.38%	702,030 $33.1 Million
Q2 2024 Jul 22, 2024	BUY	$44.3 - $45.58 $3.02 Million - $3.11 Million	68,254 Added 8.05%	916,226 $41.4 Million
Q1 2024 May 07, 2024	BUY	$45.02 - $46.27 $6.01 Million - $6.18 Million	133,557 Added 18.69%	847,972 $38.7 Million
Q4 2023 Jan 30, 2024	BUY	$42.6 - $46.25 $6.78 Million - $7.37 Million	159,251 Added 28.69%	714,415 $32.9 Million
Q3 2023 Nov 02, 2023	BUY	$43.62 - $45.64 $18.1 Million - $19 Million	415,382 Added 297.16%	555,164 $24.3 Million
Q2 2023 Aug 09, 2023	BUY	$45.12 - $46.45 $4.87 Million - $5.01 Million	107,962 Added 339.29%	139,782 $6.36 Million
Q1 2023 May 02, 2023	BUY	$44.68 - $46.69 $1.42 Million - $1.49 Million	31,820 New	31,820 $1.47 Million

Others Institutions Holding IUSB

# of Institutions

792

Shares Held

696M

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 Diversified Portfolios, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Diversified Portfolios, Inc. with notifications on news.

Account

Diversified Portfolios, Inc. Ishares Core Total Usd Bond Ma Transaction History