AFAS
Acorn Financial Advisory Services’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
6,370
-811
| -11% | -$37.5K | 0.05% | 157 |
|
|
2025
Q1 | $331K | Sell |
7,181
-3,982
| -36% | -$183K | 0.06% | 134 |
|
|
2024
Q4 | $505K | Sell |
11,163
-1,356
| -11% | -$61.3K | 0.08% | 120 |
|
|
2024
Q3 | $590K | Buy |
12,519
+2,748
| +28% | +$129K | 0.1% | 91 |
|
|
2024
Q2 | $442K | Buy |
9,771
+35
| +0.4% | +$1.58K | 0.08% | 114 |
|
|
2024
Q1 | $444K | Buy |
9,736
+1,840
| +23% | +$83.9K | 0.08% | 120 |
|
|
2023
Q4 | $364K | Sell |
7,896
-1,077
| -12% | -$49.6K | 0.06% | 179 |
|
|
2023
Q3 | $392K | Sell |
8,973
-1,867
| -17% | -$81.6K | 0.07% | 160 |
|
|
2023
Q2 | $493K | Buy |
10,840
+92
| +0.9% | +$4.18K | 0.09% | 134 |
|
|
2023
Q1 | $496K | Buy |
10,748
+2,211
| +26% | +$102K | 0.1% | 121 |
|
|
2022
Q4 | $384K | Buy |
8,537
+1,009
| +13% | +$45.3K | 0.08% | 143 |
|
|
2022
Q3 | $335K | Sell |
7,528
-177
| -2% | -$7.88K | 0.08% | 159 |
|
|
2022
Q2 | $361K | Buy |
7,705
+61
| +0.8% | +$2.86K | 0.09% | 147 |
|
|
2022
Q1 | $379K | Buy |
7,644
+1,533
| +25% | +$76K | 0.08% | 162 |
|
|
2021
Q4 | $323K | Buy |
6,111
+243
| +4% | +$12.8K | 0.06% | 178 |
|
|
2021
Q3 | $312K | Buy |
5,868
+158
| +3% | +$8.4K | 0.1% | 171 |
|
|
2021
Q2 | $305K | Buy |
5,710
+1,246
| +28% | +$66.6K | 0.09% | 194 |
|
|
2021
Q1 | $235K | Buy |
+4,464
| New | +$235K | 0.09% | 187 |
|