Able Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
53,461
+11,260
| +27% | +$521K | 1.25% | 22 |
|
|
2025
Q1 | $1.94M | Buy |
42,201
+3,708
| +10% | +$171K | 1.15% | 25 |
|
|
2024
Q4 | $1.74M | Buy |
38,493
+25,037
| +186% | +$1.13M | 1.14% | 21 |
|
|
2024
Q3 | $634K | Buy |
+13,456
| New | +$634K | 0.48% | 48 |
|
|
2024
Q2 | – | Sell |
-5,190
| Closed | -$237K | – | 87 |
|
|
2024
Q1 | $237K | Sell |
5,190
-567
| -10% | -$25.9K | 0.21% | 79 |
|
|
2023
Q4 | $265K | Buy |
+5,757
| New | +$265K | 0.24% | 64 |
|