New Edge Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, New Edge Wealth, LLC holds 5,481 shares of IUSB stock, worth $255,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,481

Previous 6,017 8.91%

Holding current value

$255,359

Previous $278,000 7.91%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$45.6 - $46.92 $24,441 - $25,149	-536 Reduced 8.91%	5,481 $256,000
Q2 2025 Aug 11, 2025	BUY	$45.12 - $46.23 $72,552 - $74,337	1,608 Added 36.47%	6,017 $278,000
Q1 2025 May 09, 2025	BUY	$44.72 - $46.25 $197,170 - $203,916	4,409 New	4,409 $203,000
Q3 2024 Nov 12, 2024	SELL	$44.83 - $47.42 $141,080 - $149,230	-3,147 Reduced 39.94%	4,733 $223,000
Q2 2024 Aug 01, 2024	SELL	$44.3 - $45.58 $430,684 - $443,128	-9,722 Reduced 55.23%	7,880 $356,000

Q1 2024 May 06, 2024	BUY	$45.02 - $46.27 $568,782 - $584,575	12,634 Added 254.31%	17,602 $802,000
Q4 2023 Jan 29, 2024	SELL	$42.6 - $46.25 $468,557 - $508,703	-10,999 Reduced 68.89%	4,968 $228,000
Q3 2023 Nov 08, 2023	SELL	$43.62 - $45.64 $1,221 - $1,277	-28 Reduced 0.18%	15,967 $698,000
Q2 2023 Aug 09, 2023	BUY	$45.12 - $46.45 $721,694 - $742,967	15,995 New	15,995 $727,000

Others Institutions Holding IUSB

# of Institutions

845

Shares Held

687M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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New Edge Wealth, LLC Ishares Core Total Usd Bond Ma Transaction History