Avantra Family Wealth’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
$1.96M Sell
42,424
-3,583
-8% -$166K 1.62% 12
2025
Q1
$2.12M Sell
46,007
-409
-0.9% -$18.8K 2.03% 6
2024
Q4
$2.1M Buy
+46,416
New +$2.1M 1.96% 6