AWS
Atria Wealth Solutions’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6M | Sell |
1,095,353
-994,055
| -48% | -$45.9M | 1.14% | 9 |
|
|
2025
Q1 | $96.3M | Sell |
2,089,408
-47,230
| -2% | -$2.18M | 1.16% | 8 |
|
|
2024
Q4 | $96.6M | Sell |
2,136,638
-164,554
| -7% | -$7.44M | 1.06% | 10 |
|
|
2024
Q3 | $108M | Buy |
2,301,192
+310,588
| +16% | +$14.6M | 1.18% | 9 |
|
|
2024
Q2 | $90M | Buy |
1,990,604
+104,139
| +6% | +$4.71M | 0.99% | 12 |
|
|
2024
Q1 | $86M | Buy |
1,886,465
+389,827
| +26% | +$17.8M | 0.97% | 12 |
|
|
2023
Q4 | $69M | Sell |
1,496,638
-74,739
| -5% | -$3.44M | 0.86% | 13 |
|
|
2023
Q3 | $68.7M | Sell |
1,571,377
-136,081
| -8% | -$5.95M | 0.96% | 13 |
|
|
2023
Q2 | $77.6M | Buy |
1,707,458
+32,003
| +2% | +$1.46M | 1.06% | 13 |
|
|
2023
Q1 | $77.3M | Buy |
1,675,455
+405,003
| +32% | +$18.7M | 1.14% | 11 |
|
|
2022
Q4 | $57.1M | Buy |
1,270,452
+195,713
| +18% | +$8.79M | 0.91% | 13 |
|
|
2022
Q3 | $47.8M | Buy |
1,074,739
+21,464
| +2% | +$955K | 0.83% | 16 |
|
|
2022
Q2 | $49.3M | Buy |
1,053,275
+38,385
| +4% | +$1.8M | 0.93% | 12 |
|
|
2022
Q1 | $50.4M | Buy |
+1,014,890
| New | +$50.4M | 0.84% | 17 |
|