Appleton Partners’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 | $1.12M | Sell |
24,320
-1,112
| -4% | -$51.4K | 0.08% | 133 |
|
|
2025
Q1 | $1.17M | Sell |
25,432
-2,655
| -9% | -$122K | 0.09% | 121 |
|
|
2024
Q4 | $1.27M | Sell |
28,087
-1,480
| -5% | -$66.9K | 0.09% | 121 |
|
|
2024
Q3 | $1.39M | Sell |
29,567
-370
| -1% | -$17.4K | 0.1% | 117 |
|
|
2024
Q2 | $1.35M | Sell |
29,937
-1,517
| -5% | -$68.6K | 0.1% | 116 |
|
|
2024
Q1 | $1.43M | Sell |
31,454
-1,857
| -6% | -$84.7K | 0.11% | 117 |
|
|
2023
Q4 | $1.54M | Buy |
+33,311
| New | +$1.54M | 0.12% | 115 |
|