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

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 36,336 shares of IUSB stock, worth $1.65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

36,336

Previous 30,844 17.81%

Holding current value

$1.65 Million

Previous $1.39 Billion 20.08%

% of portfolio

0.06%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$44.72 - $46.25 $245,602 - $254,005	5,492 Added 17.81%	36,336 $1.67 Billion
Q4 2024 Jan 22, 2025	SELL	$45.07 - $47.1 $97,711 - $102,112	-2,168 Reduced 6.57%	30,844 $1.39 Billion
Q3 2024 Oct 21, 2024	BUY	$44.83 - $47.42 $526,662 - $557,090	11,748 Added 55.25%	33,012 $1.56 Billion
Q2 2024 Jul 09, 2024	BUY	$44.3 - $45.58 $402,908 - $414,550	9,095 Added 74.74%	21,264 $962 Million
Q1 2024 Apr 15, 2024	BUY	$45.02 - $46.27 $21,609 - $22,209	480 Added 4.11%	12,169 $555 Million
Q4 2023 Jan 16, 2024	BUY	$42.6 - $46.25 $79,917 - $86,765	1,876 Added 19.12%	11,689 $539 Million
Q3 2023 Oct 23, 2023	BUY	$43.62 - $45.64 $428,043 - $447,865	9,813 New	9,813 $429 Million

Others Institutions Holding IUSB

# of Institutions

773

Shares Held

696M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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