True Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

True Wealth Advisors, LLC

$253 Million
Q1 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 14,023 shares of IUSB stock, worth $644,777. This represents 0.25% of its overall portfolio holdings.

Number of Shares

14,023

Previous 29,164 51.92%

Holding current value

$644,777

Previous $1.32 Million 51.14%

% of portfolio

0.25%

Previous 0.5%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$44.72 - $46.25 $677,105 - $700,271	-15,141 Reduced 51.92%	14,023 $644,000
Q4 2024 Jan 15, 2025	BUY	$45.07 - $47.1 $107,041 - $111,862	2,375 Added 8.87%	29,164 $1.32 Million
Q3 2024 Oct 29, 2024	SELL	$44.83 - $47.42 $257,638 - $272,522	-5,747 Reduced 17.66%	26,789 $1.26 Million
Q2 2024 Jul 24, 2024	BUY	$44.3 - $45.58 $11,252 - $11,577	254 Added 0.79%	32,536 $1.47 Million
Q1 2024 Apr 23, 2024	BUY	$45.02 - $46.27 $147,170 - $151,256	3,269 Added 11.27%	32,282 $1.47 Million
Q4 2023 Feb 08, 2024	BUY	$42.6 - $46.25 $124,945 - $135,651	2,933 Added 11.25%	29,013 $1.34 Million
Q3 2023 Nov 07, 2023	SELL	$43.62 - $45.64 $147,740 - $154,582	-3,387 Reduced 11.49%	26,080 $1.14 Million
Q2 2023 Jul 31, 2023	BUY	$45.12 - $46.45 $19,266 - $19,834	427 Added 1.47%	29,467 $1.34 Million
Q1 2023 Apr 19, 2023	BUY	$44.68 - $46.69 $235,552 - $246,149	5,272 Added 22.18%	29,040 $1.34 Million
Q4 2022 Jan 23, 2023	BUY	$43.31 - $46.11 $95,411 - $101,580	2,203 Added 10.22%	23,768 $0
Q3 2022 Oct 21, 2022	SELL	$44.1 - $48.01 $52,082 - $56,699	-1,181 Reduced 5.19%	21,565 $960,000
Q2 2022 Jul 27, 2022	BUY	$45.73 - $49.5 $120,681 - $130,630	2,639 Added 13.12%	22,746 $1.07 Million
Q1 2022 May 05, 2022	SELL	$49.13 - $52.58 $80,229 - $85,863	-1,633 Reduced 7.51%	20,107 $1.06 Million
Q1 2022 May 04, 2022	BUY	$49.13 - $52.58 $80,229 - $85,863	1,633 Added 8.12%	21,740 $1.03 Million
Q4 2021 Feb 02, 2022	BUY	$52.59 - $53.43 $136,260 - $138,437	2,591 Added 14.79%	20,107 $1.06 Million
Q3 2021 Oct 25, 2021	BUY	$53.21 - $53.97 $120,254 - $121,972	2,260 Added 14.81%	17,516 $933,000
Q2 2021 Jul 23, 2021	BUY	$52.74 - $53.49 $252,308 - $255,896	4,784 Added 45.68%	15,256 $816,000
Q1 2021 Apr 22, 2021	BUY	$52.55 - $54.49 $550,303 - $570,619	10,472 New	10,472 $552,000

Others Institutions Holding IUSB

# of Institutions

775

Shares Held

700M

Call Options Held

Put Options Held

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True Wealth Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History