Axxcess Wealth Management’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 | $365K | Sell |
7,886
-17
| -0.2% | -$786 | 0.01% | 668 |
|
|
2025
Q1 | $364K | Sell |
7,903
-9,776
| -55% | -$450K | 0.01% | 623 |
|
|
2024
Q4 | $799K | Buy |
17,679
+3,886
| +28% | +$176K | 0.02% | 447 |
|
|
2024
Q3 | $650K | Buy |
13,793
+8,965
| +186% | +$422K | 0.02% | 493 |
|
|
2024
Q2 | $218K | Sell |
4,828
-5,556
| -54% | -$251K | 0.01% | 762 |
|
|
2024
Q1 | $473K | Buy |
10,384
+5,661
| +120% | +$258K | 0.01% | 548 |
|
|
2023
Q4 | $218K | Sell |
4,723
-5,340
| -53% | -$246K | 0.01% | 750 |
|
|
2023
Q3 | $440K | Buy |
+10,063
| New | +$440K | 0.02% | 500 |
|
|
2022
Q3 | – | Sell |
-9,769
| Closed | -$457K | – | 582 |
|
|
2022
Q2 | $457K | Buy |
9,769
+378
| +4% | +$17.7K | 0.04% | 320 |
|
|
2022
Q1 | $466K | Buy |
+9,391
| New | +$466K | 0.04% | 368 |
|