Fulcrum Equity Management Ishares Core Total Usd Bond Ma Transaction History

Fulcrum Equity Management

$93.4 Million
Q2 2025

A detailed history of Fulcrum Equity Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Fulcrum Equity Management holds 13,311 shares of IUSB stock, worth $626,016. This represents 0.66% of its overall portfolio holdings.

Number of Shares

13,311

Previous 17,091 22.12%

Holding current value

$626,016

Previous $787,000 21.86%

% of portfolio

0.66%

Previous 0.89%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 25, 2025	SELL	$45.12 - $46.23 $170,553 - $174,749	-3,780 Reduced 22.12%	13,311 $615,000
Q1 2025 May 01, 2025	SELL	$44.72 - $46.25 $29,649 - $30,663	-663 Reduced 3.73%	17,091 $787,000
Q4 2024 Mar 24, 2025	SELL	$45.07 - $47.1 $466,970 - $488,003	-10,361 Reduced 36.85%	17,754 $802,000
Q3 2024 Nov 21, 2024	BUY	$44.83 - $47.42 $163,763 - $173,225	3,653 Added 14.93%	28,115 $1.32 Million
Q2 2024 Jul 19, 2024	BUY	$44.3 - $45.58 $758,017 - $779,919	17,111 Added 232.77%	24,462 $1.11 Million
Q1 2024 Apr 24, 2024	BUY	$45.02 - $46.27 $52,448 - $53,904	1,165 Added 18.83%	7,351 $335,000
Q4 2023 Jan 18, 2024	SELL	$42.6 - $46.25 $1,789 - $1,942	-42 Reduced 0.67%	6,186 $284,000
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $271,665 - $284,245	6,228 New	6,228 $272,000

Others Institutions Holding IUSB

# of Institutions

821

Shares Held

694M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Fulcrum Equity Management Ishares Core Total Usd Bond Ma Transaction History