AAS
Avantax Advisory Services’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 | $47.4M | Sell |
1,024,270
-10,886
| -1% | -$503K | 0.26% | 54 |
|
|
2025
Q1 | $47.7M | Buy |
1,035,156
+15,748
| +2% | +$726K | 0.29% | 45 |
|
|
2024
Q4 | $46.1M | Sell |
1,019,408
-100,281
| -9% | -$4.53M | 0.29% | 48 |
|
|
2024
Q3 | $52.8M | Buy |
1,119,689
+205,631
| +22% | +$9.69M | 0.35% | 36 |
|
|
2024
Q2 | $41.3M | Buy |
914,058
+81,610
| +10% | +$3.69M | 0.29% | 45 |
|
|
2024
Q1 | $38M | Buy |
832,448
+234,399
| +39% | +$10.7M | 0.34% | 39 |
|
|
2023
Q4 | $27.6M | Sell |
598,049
-2,575
| -0.4% | -$119K | 0.27% | 47 |
|
|
2023
Q3 | $26.3M | Buy |
600,624
+27,169
| +5% | +$1.19M | 0.29% | 41 |
|
|
2023
Q2 | $26.1M | Buy |
573,455
+71,200
| +14% | +$3.24M | 0.3% | 41 |
|
|
2023
Q1 | $23.2M | Buy |
502,255
+150,247
| +43% | +$6.93M | 0.28% | 48 |
|
|
2022
Q4 | $15.8M | Buy |
352,008
+107,150
| +44% | +$4.81M | 0.21% | 80 |
|
|
2022
Q3 | $10.9M | Buy |
244,858
+40,136
| +20% | +$1.79M | 0.17% | 95 |
|
|
2022
Q2 | $9.59M | Buy |
204,722
+38,823
| +23% | +$1.82M | 0.14% | 110 |
|
|
2022
Q1 | $8.24M | Buy |
165,899
+59,068
| +55% | +$2.93M | 0.11% | 129 |
|
|
2021
Q4 | $5.66M | Buy |
106,831
+20,889
| +24% | +$1.11M | 0.09% | 174 |
|
|
2021
Q3 | $4.58M | Buy |
85,942
+28,313
| +49% | +$1.51M | 0.08% | 188 |
|
|
2021
Q2 | $3.08M | Buy |
57,629
+31,252
| +118% | +$1.67M | 0.06% | 250 |
|
|
2021
Q1 | $1.39M | Buy |
26,377
+21,078
| +398% | +$1.11M | 0.03% | 370 |
|
|
2020
Q4 | $290K | Sell |
5,299
-6,136
| -54% | -$336K | 0.01% | 737 |
|
|
2020
Q3 | $623K | Buy |
11,435
+6,240
| +120% | +$340K | 0.01% | 720 |
|
|
2020
Q2 | $282K | Sell |
5,195
-193
| -4% | -$10.5K | 0.01% | 664 |
|
|
2020
Q1 | $283K | Buy |
+5,388
| New | +$283K | 0.01% | 600 |
|