BRWA
B. Riley Wealth Advisors’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 | $6.42M | Buy |
+138,944
| New | +$6.42M | 0.3% | 65 |
|
|
2024
Q4 | $14.9M | Sell |
330,219
-467,476
| -59% | -$21.1M | 0.49% | 32 |
|
|
2024
Q3 | $37.5M | Buy |
797,695
+83,977
| +12% | +$3.95M | 1.04% | 9 |
|
|
2024
Q2 | $32.3M | Buy |
713,718
+80,658
| +13% | +$3.65M | 0.82% | 15 |
|
|
2024
Q1 | $27.7M | Buy |
633,060
+163,319
| +35% | +$7.14M | 0.75% | 16 |
|
|
2023
Q4 | $21.6M | Sell |
469,741
-163,319
| -26% | -$7.52M | 0.58% | 27 |
|
|
2023
Q3 | $27.7M | Buy |
633,060
+53,511
| +9% | +$2.34M | 0.75% | 16 |
|
|
2023
Q2 | $26.4M | Buy |
579,549
+16,764
| +3% | +$762K | 0.59% | 25 |
|
|
2023
Q1 | $26M | Buy |
562,785
+74,829
| +15% | +$3.45M | 0.69% | 20 |
|
|
2022
Q4 | $21.9M | Buy |
487,956
+102,459
| +27% | +$4.6M | 0.61% | 24 |
|
|
2022
Q3 | $17.2M | Sell |
385,497
-33,625
| -8% | -$1.5M | 0.52% | 35 |
|
|
2022
Q2 | $19.6M | Buy |
419,122
+6,072
| +1% | +$284K | 0.83% | 18 |
|
|
2022
Q1 | $20.5M | Buy |
413,050
+77,153
| +23% | +$3.83M | 0.67% | 20 |
|
|
2021
Q4 | $17.8M | Buy |
335,897
+25,190
| +8% | +$1.33M | 0.51% | 27 |
|
|
2021
Q3 | $16.5M | Buy |
310,707
+38,274
| +14% | +$2.04M | 0.53% | 30 |
|
|
2021
Q2 | $14.6M | Buy |
272,433
+52,333
| +24% | +$2.8M | 0.47% | 35 |
|
|
2021
Q1 | $11.6M | Buy |
+220,100
| New | +$11.6M | 0.41% | 44 |
|