Ownership history in Avion Wealth · 2 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in ISHARES TR (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 | REDUCED | 45 | -177 | -79.7% | 0.00% | $2K | $45.75 |
| 2023 Q2 | INITIATED | 222 | — | — | 0.00% | $10K | $40.72 |
As of 2025 Q4 — sorted by position size