True Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, True Wealth Advisors, LLC holds 12,314 shares of IUSB stock, worth $573,709. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,314
Previous 10,780
14.23%
Holding current value
$573,709
Previous $503,000
13.92%
% of portfolio
0.19%
Previous 0.17%
Shares
21 transactions
Others Institutions Holding IUSB
# of Institutions
856Shares Held
689MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio