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Apex Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Apex Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Sell
6,604
-3,022
-31% -$140K 0.24% 45
2025
Q1 		$444K Sell
9,626
-70,920
-88% -$3.27M 0.4% 34
2024
Q4 		$3.64M Buy
+80,546
New +$3.64M 3.14% 10