Moulton Wealth Management, Inc Ishares Core Total Usd Bond Ma Transaction History
Moulton Wealth Management, Inc
- $146 Million
- Q4 2025
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 184,615 shares of IUSB stock, worth $8.6 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
184,615Holding current value
$8.6 Million% of portfolio
5.88%Shares
1 transactions
Others Institutions Holding IUSB
# of Institutions
876Shares Held
695MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
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Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
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Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
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Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
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Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio