Aprio Wealth Management’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	$1.75M	Sell	37,796 -23,684	-39%	-$1.09M	0.2%	75
2025 Q1	$2.83M	Buy	+61,480	New	+$2.83M	0.35%	51
2024 Q1	–	Sell	-9,447	Closed	-$435K	–	257
2023 Q4	$435K	Buy	9,447 +1,798	+24%	+$82.8K	0.1%	103
2023 Q3	$334K	Buy	+7,649	New	+$334K	0.09%	105