Modern Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 280,415 shares of IUSB stock, worth $13.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

280,415

Previous 595,085 52.88%

Holding current value

$13.1 Million

Previous $27.5 Million 47512.41%

% of portfolio

0.26%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$45.6 - $46.92 $14.3 Million - $14.8 Million	-314,670 Reduced 52.88%	280,415 $13.1 Billion
Q2 2025 Aug 14, 2025	SELL	$45.12 - $46.23 $4.92 Million - $5.04 Million	-109,079 Reduced 15.49%	595,085 $27.5 Million
Q1 2025 May 30, 2025	BUY	$44.72 - $46.25 $14,891 - $15,401	333 Added 0.05%	704,164 $32.4 Million
Q1 2025 May 15, 2025	SELL	$44.72 - $46.25 $736,359 - $761,552	-16,466 Reduced 2.29%	703,831 $32.4 Billion
Q4 2024 May 30, 2025	SELL	$45.07 - $47.1 $3.51 Million - $3.67 Million	-77,965 Reduced 11.08%	625,866 $28.3 Million

Q4 2024 May 29, 2025	SELL	$45.07 - $47.1 $3.51 Million - $3.67 Million	-77,965 Reduced 11.08%	625,866 $28.3 Million
Q4 2024 Feb 11, 2025	BUY	$45.07 - $47.1 $29.2 Million - $30.6 Million	648,925 Added 909.22%	720,297 $32.7 Billion
Q3 2024 May 30, 2025	SELL	$44.83 - $47.42 $28.4 Million - $30 Million	-632,459 Reduced 89.86%	71,372 $3.36 Million
Q3 2024 May 29, 2025	SELL	$44.83 - $47.42 $28.4 Million - $30 Million	-632,459 Reduced 89.86%	71,372 $3.36 Million
Q3 2024 Nov 05, 2024	BUY	$44.83 - $47.42 $678,188 - $717,369	15,128 Added 26.9%	71,372 $3.36 Billion
Q2 2024 May 29, 2025	SELL	$44.3 - $45.58 $28.7 Million - $29.5 Million	-647,587 Reduced 92.01%	56,244 $2.54 Million
Q2 2024 Aug 07, 2024	BUY	$44.3 - $45.58 $595,613 - $612,823	13,445 Added 31.41%	56,244 $2.54 Billion
Q1 2024 May 28, 2025	SELL	$45.02 - $46.27 $30 Million - $30.9 Million	-667,274 Reduced 94.81%	36,557 $1.67 Billion
Q1 2024 May 13, 2024	BUY	$45.02 - $46.27 $1.93 Million - $1.98 Million	42,799 New	42,799 $1.92 Billion

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Modern Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History