Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.04M | Buy |
22,166
+5,929
| +37% | +$279K | 0.56% | 37 |
|
|
2024
Q2 | $734K | Sell |
16,237
-545
| -3% | -$24.6K | 0.42% | 47 |
|
|
2024
Q1 | $765K | Buy |
16,782
+6,501
| +63% | +$296K | 0.46% | 42 |
|
|
2023
Q4 | $474K | Buy |
10,281
+25
| +0.2% | +$1.15K | 0.32% | 54 |
|
|
2023
Q3 | $448K | Buy |
10,256
+211
| +2% | +$9.22K | 0.34% | 52 |
|
|
2023
Q2 | $457K | Buy |
10,045
+343
| +4% | +$15.6K | 0.35% | 54 |
|
|
2023
Q1 | $448K | Buy |
9,702
+4,312
| +80% | +$199K | 0.36% | 55 |
|
|
2022
Q4 | $242K | Sell |
5,390
-80
| -1% | -$3.6K | 0.21% | 73 |
|
|
2022
Q3 | $243K | Sell |
5,470
-379
| -6% | -$16.8K | 0.23% | 71 |
|
|
2022
Q2 | $274K | Buy |
5,849
+261
| +5% | +$12.2K | 0.25% | 71 |
|
|
2022
Q1 | $277K | Buy |
5,588
+1,368
| +32% | +$67.8K | 0.22% | 76 |
|
|
2021
Q4 | $223K | Buy |
+4,220
| New | +$223K | 0.18% | 79 |
|