Ownership history in Triangle Securities Wealth Management · 13 quarters on record
This page tracks every 13F SEC filing in which Triangle Securities Wealth Management 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 Q4 | ADDED | 195,115 | +4,184 | +2.2% | 1.91% | $9.1M | $46.22 |
| 2025 Q3 | ADDED | 190,931 | +2,787 | +1.5% | 2.02% | $8.9M | $45.75 |
| 2025 Q2 | ADDED | 188,144 | +62 | +0.0% | 2.14% | $8.7M | $44.80 |
| 2025 Q1 | REDUCED | 188,082 | -1,699 | -0.9% | 2.23% | $8.7M | $44.18 |
| 2024 Q4 | ADDED | 189,781 | +5,112 | +2.8% | 2.20% | $8.6M | $43.04 |
| 2024 Q3 | ADDED | 184,669 | +3,124 | +1.7% | 2.25% | $8.7M | $44.26 |
| 2024 Q2 | ADDED | 181,545 | +20,077 | +12.4% | 2.32% | $8.2M | $42.05 |
| 2024 Q1 | ADDED | 161,468 | +12,585 | +8.5% | 2.10% | $7.4M | $41.97 |
| 2023 Q4 | ADDED | 148,883 | +25,372 | +20.5% | 2.13% | $6.9M | $42.15 |
| 2023 Q3 | ADDED | 123,511 | +42,063 | +51.6% | 1.92% | $5.4M | $39.50 |
As of 2025 Q4 — sorted by position size