Ownership history in 9258 Wealth Management, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which 9258 Wealth Management, LLC reported a position in ISHARES CORE TOTAL USD BOND MARKET ETF (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 271,685 | -12,768 | -4.5% | 1.89% | $12.8M | $44.26 |
| 2024 Q2 | REDUCED | 284,453 | -33,460 | -10.5% | 1.98% | $12.9M | $42.05 |
| 2024 Q1 | ADDED | 317,913 | +1,962 | +0.6% | 2.26% | $14.5M | $41.97 |
| 2023 Q4 | ADDED | 315,951 | +18,361 | +6.2% | 1.28% | $14.6M | $42.15 |
| 2023 Q3 | ADDED | 297,590 | +5,225 | +1.8% | 2.53% | $13.0M | $39.50 |
| 2023 Q2 | ADDED | 292,365 | +37,932 | +14.9% | 2.50% | $13.3M | $40.72 |
| 2023 Q1 | ADDED | 254,433 | +19,411 | +8.3% | 2.37% | $11.7M | $40.98 |
| 2022 Q4 | ADDED | 235,022 | +59,413 | +33.8% | 2.29% | $10.6M | $39.68 |
| 2022 Q3 | ADDED | 175,609 | +81,297 | +86.2% | 2.00% | $7.8M | $38.92 |
| 2022 Q2 | ADDED | 94,312 | +71,619 | +315.6% | 1.13% | $4.4M | $40.71 |
As of 2025 Q4 — sorted by position size