Ownership history in Peninsula Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Peninsula Wealth, LLC 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 159,067 | +1,112 | +0.7% | 1.23% | $7.2M | $43.04 |
| 2024 Q3 | ADDED | 157,955 | +12,566 | +8.6% | 1.28% | $7.4M | $44.26 |
| 2024 Q2 | ADDED | 145,389 | +56,548 | +63.7% | 1.24% | $6.7M | $42.05 |
| 2023 Q4 | ADDED | 88,841 | +79,710 | +873.0% | 0.84% | $4.1M | $42.15 |
| 2023 Q3 | INITIATED | 9,131 | — | — | 0.09% | $392K | — |
As of 2025 Q4 — sorted by position size