A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 28,105 shares of IUSB stock, worth $1.27 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
28,105
Previous 28,197 0.33%
Holding current value
$1.27 Million
Previous $1.28 Million 3.84%
% of portfolio
0.51%
Previous 0.52%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$44.83 - $47.42 $4,124 - $4,362
-92 Reduced 0.33%
28,105 $1.32 Million
Q2 2024

Jul 22, 2024

BUY
$44.3 - $45.58 $17,454 - $17,958
394 Added 1.42%
28,197 $1.28 Million
Q1 2024

May 06, 2024

BUY
$45.02 - $46.27 $71,266 - $73,245
1,583 Added 6.04%
27,803 $1.27 Million
Q4 2023

Jan 29, 2024

BUY
$42.6 - $46.25 $130,569 - $141,756
3,065 Added 13.24%
26,220 $1.21 Million
Q3 2023

Nov 03, 2023

BUY
$43.62 - $45.64 $480,692 - $502,952
11,020 Added 90.81%
23,155 $1.01 Million
Q2 2023

Jul 20, 2023

SELL
$45.12 - $46.45 $2,526 - $2,601
-56 Reduced 0.46%
12,135 $551,000
Q1 2023

Apr 24, 2023

SELL
$44.68 - $46.69 $16,397 - $17,135
-367 Reduced 2.92%
12,191 $562,000
Q4 2022

Jan 25, 2023

BUY
$43.31 - $46.11 $54,743 - $58,283
1,264 Added 11.19%
12,558 $0
Q3 2022

Oct 26, 2022

SELL
$44.1 - $48.01 $704,850 - $767,343
-15,983 Reduced 58.6%
11,294 $503,000
Q2 2022

Jul 19, 2022

BUY
$45.73 - $49.5 $76,460 - $82,764
1,672 Added 6.53%
27,277 $1.28 Million
Q1 2022

May 10, 2022

BUY
$49.13 - $52.58 $704,769 - $754,260
14,345 Added 127.4%
25,605 $1.27 Million
Q4 2021

Feb 08, 2022

BUY
$52.59 - $53.43 $206,468 - $209,766
3,926 Added 53.53%
11,260 $596,000
Q3 2021

Oct 29, 2021

BUY
$53.21 - $53.97 $73,323 - $74,370
1,378 Added 23.14%
7,334 $390,000
Q2 2021

Jul 29, 2021

SELL
$52.74 - $53.49 $1.46 Million - $1.48 Million
-27,616 Reduced 82.26%
5,956 $319,000
Q1 2021

May 06, 2021

BUY
$52.55 - $54.49 $1.45 Million - $1.51 Million
27,669 Added 468.73%
33,572 $1.77 Million
Q4 2020

Jan 26, 2021

BUY
$53.99 - $54.65 $318,702 - $322,598
5,903 New
5,903 $322,000

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Windward Private Wealth Management Inc. Portfolio

Follow Windward Private Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.