AWM
Activest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 419 |
|
|
2023
Q4 | – | Sell |
-899
| Closed | -$39.3K | – | 420 |
|
|
2023
Q3 | $39.3K | Buy |
+899
| New | +$39.3K | 0.02% | 106 |
|
|
2023
Q2 | – | Sell |
-886
| Closed | -$40.7K | – | 351 |
|
|
2023
Q1 | $40.7K | Buy |
886
+4
| +0.5% | +$184 | 0.03% | 96 |
|
|
2022
Q4 | $39.6K | Buy |
882
+7
| +0.8% | +$315 | 0.01% | 199 |
|
|
2022
Q3 | $39K | Buy |
875
+5
| +0.6% | +$223 | 0.01% | 193 |
|
|
2022
Q2 | $41K | Buy |
870
+1
| +0.1% | +$47 | 0.03% | 103 |
|
|
2022
Q1 | $43K | Buy |
869
+193
| +29% | +$9.55K | 0.03% | 109 |
|
|
2021
Q4 | $36K | Hold |
676
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $36K | Hold |
676
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $36K | Hold |
676
| – | – | 0.03% | 112 |
|
|
2021
Q1 | $36K | Buy |
+676
| New | +$36K | 0.03% | 117 |
|