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Adapt Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Adapt Wealth Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,522
Closed -$3.56M – 74
2024
Q3 		$3.56M Sell
75,522
-53,932
-42% -$2.54M 1.9% 19
2024
Q2 		$5.85M Sell
129,454
-56,199
-30% -$2.54M 3.67% 8
2024
Q1 		$8.46M Buy
+185,653
New +$8.46M 6.02% 4