Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History

Bennett Associates Wealth Management

$144 Billion
Q4 2025

A detailed history of Bennett Associates Wealth Management transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bennett Associates Wealth Management holds 141,091 shares of IUSB stock, worth $6.57 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

141,091

Previous 135,453 4.16%

Holding current value

$6.57 Million

Previous $6.33 Billion 3.78%

% of portfolio

4.55%

Previous 4.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$46.57 - $47.16 $262,561 - $265,888	5,638 Added 4.16%	141,091 $6.57 Billion
Q3 2025 Oct 15, 2025	BUY	$45.6 - $46.92 $1.19 Million - $1.22 Million	25,999 Added 23.75%	135,453 $6.33 Billion
Q2 2025 Jul 22, 2025	SELL	$45.12 - $46.23 $58,656 - $60,098	-1,300 Reduced 1.17%	109,454 $5.06 Billion
Q1 2025 Apr 09, 2025	BUY	$44.72 - $46.25 $192,072 - $198,643	4,295 Added 4.03%	110,754 $5.1 Billion
Q4 2024 Jan 14, 2025	BUY	$45.07 - $47.1 $1.11 Million - $1.16 Million	24,657 Added 30.14%	106,459 $4.81 Billion

Q3 2024 Nov 07, 2024	BUY	$44.83 - $47.42 $153,677 - $162,555	3,428 Added 4.37%	81,802 $3.85 Billion
Q2 2024 Jul 16, 2024	BUY	$44.3 - $45.58 $88,024 - $90,567	1,987 Added 2.6%	78,374 $3.54 Billion
Q1 2024 Apr 22, 2024	BUY	$45.02 - $46.27 $258,369 - $265,543	5,739 Added 8.12%	76,387 $3.48 Billion
Q4 2023 Feb 14, 2024	BUY	$42.6 - $46.25 $3.01 Million - $3.27 Million	70,648 New	70,648 $3.25 Billion

Others Institutions Holding IUSB

# of Institutions

855

Shares Held

689M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Bennett Associates Wealth Management Ishares Core Total Usd Bond Ma Transaction History