Peninsula Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Peninsula Wealth, LLC holds 159,067 shares of IUSB stock, worth $7.33 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

159,067

Previous 157,955 0.7%

Holding current value

$7.33 Million

Previous $7.44 Million 3.4%

% of portfolio

1.24%

Previous 1.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$45.07 - $47.1 $50,117 - $52,375	1,112 Added 0.7%	159,067 $7.19 Million
Q3 2024 Nov 14, 2024	BUY	$44.83 - $47.42 $563,333 - $595,879	12,566 Added 8.64%	157,955 $7.44 Million
Q2 2024 Aug 13, 2024	BUY	$44.3 - $45.58 $1.73 Million - $1.78 Million	39,028 Added 36.69%	145,389 $6.57 Million
Q1 2024 May 30, 2024	BUY	$45.02 - $46.27 $4.79 Million - $4.92 Million	106,361 New	106,361 $4.85 Million
Q4 2023 Feb 14, 2024	BUY	$42.6 - $46.25 $3.4 Million - $3.69 Million	79,710 Added 872.96%	88,841 $4.09 Million
Q3 2023 Nov 13, 2023	BUY	$43.62 - $45.64 $398,294 - $416,738	9,131 New	9,131 $399,000

Others Institutions Holding IUSB

# of Institutions

792

Shares Held

696M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Peninsula Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History