Ownership history in American Trust · 8 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in iShares Core Total USD Bond Mar (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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 11,176 | +719 | +6.9% | 0.04% | $522K | $45.75 |
| 2025 Q2 | REDUCED | 10,457 | -17,027 | -62.0% | 0.05% | $483K | $44.80 |
| 2023 Q3 | REDUCED | 27,484 | -55,924 | -67.0% | 0.09% | $1.2M | $39.50 |
| 2023 Q2 | UNCHANGED | 83,408 | — | 0% | 0.26% | $3.8M | $40.72 |
| 2023 Q1 | ADDED | 83,408 | +9,324 | +12.6% | 0.27% | $3.9M | $40.98 |
| 2022 Q4 | ADDED | 74,084 | +14,601 | +24.5% | 0.31% | $3.3M | $39.68 |
| 2022 Q3 | REDUCED | 59,483 | -45,511 | -43.3% | 0.22% | $2.6M | $38.92 |
| 2022 Q1 | INITIATED | 104,994 | — | — | 0.35% | $5.2M | $42.91 |
As of 2025 Q4 — sorted by position size