Balboa Wealth Partners Ishares Core Total Usd Bond Ma Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Balboa Wealth Partners holds 6,637 shares of IUSB stock, worth $309,217. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,637
Previous 5,599
18.54%
Holding current value
$309,217
Previous $258,000
20.16%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall 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