Mount Yale Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$45.12 - $46.23 $874,876 - $896,399	19,390 Added 16.93%	133,923 $6.19 Million
Q1 2025 Apr 16, 2025	SELL	$44.72 - $46.25 $212,062 - $219,317	-4,742 Reduced 3.98%	114,533 $5.28 Million
Q4 2024 Jan 22, 2025	SELL	$45.07 - $47.1 $1.42 Million - $1.48 Million	-31,500 Reduced 20.89%	119,275 $5.39 Million
Q3 2024 Oct 23, 2024	BUY	$44.83 - $47.42 $762,244 - $806,282	17,003 Added 12.71%	150,775 $7.1 Million
Q2 2024 Aug 13, 2024	SELL	$44.3 - $45.58 $168,207 - $173,067	-3,797 Reduced 2.76%	133,772 $6.05 Million

Q1 2024 May 15, 2024	BUY	$45.02 - $46.27 $937,316 - $963,341	20,820 Added 17.83%	137,569 $6.27 Million
Q4 2023 Feb 12, 2024	BUY	$42.6 - $46.25 $183,776 - $199,522	4,314 Added 3.84%	116,749 $5.38 Million
Q3 2023 Oct 11, 2023	SELL	$43.62 - $45.64 $487,627 - $510,209	-11,179 Reduced 9.04%	112,435 $4.92 Million
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $360,283 - $370,903	7,985 Added 6.91%	123,614 $5.62 Million
Q1 2023 May 11, 2023	BUY	$44.68 - $46.69 $319,149 - $333,506	7,143 Added 6.58%	115,629 $5.34 Million
Q4 2022 Feb 13, 2023	BUY	$43.31 - $46.11 $1.21 Million - $1.29 Million	27,925 Added 34.66%	108,486 $4.87 Million
Q3 2022 Nov 07, 2022	BUY	$44.1 - $48.01 $144,251 - $157,040	3,271 Added 4.23%	80,561 $3.59 Million
Q2 2022 Aug 02, 2022	BUY	$45.73 - $49.5 $226,226 - $244,876	4,947 Added 6.84%	77,290 $3.62 Million
Q1 2022 May 03, 2022	BUY	$49.13 - $52.58 $659,275 - $705,571	13,419 Added 22.77%	72,343 $3.59 Million
Q4 2021 Feb 02, 2022	BUY	$52.59 - $53.43 $244,385 - $248,289	4,647 Added 8.56%	58,924 $3.12 Million
Q3 2021 Nov 02, 2021	BUY	$53.21 - $53.97 $419,294 - $425,283	7,880 Added 16.98%	54,277 $2.89 Million
Q2 2021 Aug 04, 2021	BUY	$52.74 - $53.49 $419,388 - $425,352	7,952 Added 20.68%	46,397 $2.48 Million
Q1 2021 May 04, 2021	BUY	$52.55 - $54.49 $2.02 Million - $2.09 Million	38,445 New	38,445 $2.03 Million

Others Institutions Holding IUSB

# of Institutions

864

Shares Held

692M

Call Options Held

0

Put Options Held

0

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