Tempus Wealth Planning, LLC Ishares Core Total Usd Bond Ma Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 54,830 shares of IUSB stock, worth $2.52 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

54,830

Previous 54,553 0.51%

Holding current value

$2.52 Million

Previous $2.57 Million 3.58%

% of portfolio

0.83%

Previous 1.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$45.07 - $47.1 $12,484 - $13,046	277 Added 0.51%	54,830 $2.48 Million
Q3 2024 Oct 22, 2024	BUY	$44.83 - $47.42 $380,427 - $402,406	8,486 Added 18.42%	54,553 $2.57 Million
Q2 2024 Jul 25, 2024	BUY	$44.3 - $45.58 $113,275 - $116,548	2,557 Added 5.88%	46,067 $2.08 Million
Q1 2024 Apr 19, 2024	BUY	$45.02 - $46.27 $109,533 - $112,574	2,433 Added 5.92%	43,510 $1.98 Million
Q4 2023 Jan 23, 2024	BUY	$42.6 - $46.25 $379,566 - $412,087	8,910 Added 27.7%	41,077 $1.89 Million
Q3 2023 Oct 31, 2023	BUY	$43.62 - $45.64 $79,344 - $83,019	1,819 Added 5.99%	32,167 $1.41 Million
Q2 2023 Jul 21, 2023	BUY	$45.12 - $46.45 $78,553 - $80,869	1,741 Added 6.09%	30,348 $1.38 Million
Q1 2023 May 08, 2023	BUY	$44.68 - $46.69 $8,623 - $9,011	193 Added 0.68%	28,607 $1.32 Million
Q4 2022 Feb 09, 2023	SELL	$43.31 - $46.11 $606 - $645	-14 Reduced 0.05%	28,414 $1.28 Million
Q3 2022 Nov 14, 2022	BUY	$44.1 - $48.01 $872,077 - $949,397	19,775 Added 228.53%	28,428 $1.27 Million
Q2 2022 Aug 05, 2022	BUY	$45.73 - $49.5 $395,701 - $428,323	8,653 New	8,653 $405,000

Others Institutions Holding IUSB

# of Institutions

770

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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Tempus Wealth Planning, LLC Ishares Core Total Usd Bond Ma Transaction History