Golden State Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 13,699 shares of IUSB stock, worth $624,400. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,699

Previous 18,841 27.29%

Holding current value

$624,400

Previous $935,000 66128.77%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$45.07 - $47.1 $231,749 - $242,188	-5,142 Reduced 27.29%	13,699 $619 Million
Q1 2022 May 19, 2022	BUY	$49.13 - $52.58 $580,077 - $620,812	11,807 Added 167.86%	18,841 $935,000
Q1 2022 May 16, 2022	SELL	$49.13 - $52.58 $666,350 - $713,142	-13,563 Reduced 65.85%	7,034 $371,000
Q4 2021 Feb 14, 2022	BUY	$52.59 - $53.43 $410,412 - $416,967	7,804 Added 61.0%	20,597 $1.09 Million
Q3 2021 Nov 15, 2021	BUY	$53.21 - $53.97 $56,934 - $57,747	1,070 Added 9.13%	12,793 $681,000
Q2 2021 Aug 12, 2021	BUY	$52.74 - $53.49 $247,297 - $250,814	4,689 Added 66.66%	11,723 $627,000
Q1 2021 May 14, 2021	BUY	$52.55 - $54.49 $170,682 - $176,983	3,248 Added 85.79%	7,034 $371,000
Q4 2020 Jan 28, 2021	BUY	$53.99 - $54.65 $204,406 - $206,904	3,786 New	3,786 $207,000

Others Institutions Holding IUSB

# of Institutions

735

Shares Held

713M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Golden State Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History