Maxwell Wealth Strategies Inc. Ishares Core Total Usd Bond Ma Transaction History

Maxwell Wealth Strategies Inc.

$245 Billion
Q4 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 64,166 shares of IUSB stock, worth $2.93 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

64,166

Previous 72,098 11.0%

Holding current value

$2.93 Million

Previous $3.3 Billion 12.23%

% of portfolio

1.18%

Previous 1.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$45.07 - $47.1 $357,495 - $373,597	-7,932 Reduced 11.0%	64,166 $2.9 Billion
Q3 2024 Nov 06, 2024	BUY	$44.83 - $47.42 $236,254 - $249,903	5,270 Added 7.89%	72,098 $3.3 Billion
Q2 2024 Aug 12, 2024	SELL	$44.3 - $45.58 $144,772 - $148,955	-3,268 Reduced 4.66%	66,828 $3.02 Billion
Q1 2024 May 31, 2024	BUY	$45.02 - $46.27 $291,504 - $299,598	6,475 Added 10.18%	70,096 $3.14 Billion
Q4 2023 Feb 12, 2024	BUY	$42.6 - $46.25 $2.71 Million - $2.94 Million	63,621 New	63,621 $2.93 Billion

Others Institutions Holding IUSB

# of Institutions

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Maxwell Wealth Strategies Inc. Ishares Core Total Usd Bond Ma Transaction History