A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 9,698 shares of IUSB stock, worth $443,198. This represents 0.36% of its overall portfolio holdings.

Number of Shares
9,698
Previous 12,696 23.61%
Holding current value
$443,198
Previous $574 Million 22.13%
% of portfolio
0.36%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

SELL
$44.72 - $46.25 $134,070 - $138,657
-2,998 Reduced 23.61%
9,698 $447 Million
Q4 2024

Feb 04, 2025

BUY
$45.07 - $47.1 $572,208 - $597,981
12,696 New
12,696 $574 Million

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Genesis Wealth Advisors, LLC Portfolio

Follow Genesis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Genesis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Wealth Advisors, LLC with notifications on news.