Mine & Arao Wealth Creation & Management, Llc. Ishares Core Total Usd Bond Ma Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$223 Million
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$52.55 - $54.49 $8,408 - $8,718	-160 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$53.99 - $54.65 $53 - $54	1 Added 0.63%	160 $9,000
Q3 2020 Nov 13, 2020	BUY	$54.22 - $55.13 $8,620 - $8,765	159 New	159 $9,000

Others Institutions Holding IUSB

# of Institutions

822

Shares Held

699M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

135M
Shares

$6.31 Billion
1.92% of portfolio
Jones Financial Companies Lllp

66.8M
Shares

$3.12 Billion
2.35% of portfolio
Black Rock Inc. New York, NY

59.9M
Shares

$2.79 Billion
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

47.2M
Shares

$2.2 Billion
0.77% of portfolio
Wells Fargo & Company San Francisco, CA

43.3M
Shares

$2.02 Billion
0.43% of portfolio

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