Baron Silver Stevens Financial Advisors’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 | $823K | Buy |
17,812
+10,532
| +145% | +$487K | 0.13% | 65 |
|
|
2025
Q1 | $335K | Hold |
7,280
| – | – | 0.06% | 89 |
|
|
2024
Q4 | $329K | Sell |
7,280
-291
| -4% | -$13.2K | 0.06% | 88 |
|
|
2024
Q3 | $357K | Hold |
7,571
| – | – | 0.06% | 80 |
|
|
2024
Q2 | $342K | Sell |
7,571
-10,061
| -57% | -$455K | 0.06% | 82 |
|
|
2024
Q1 | $804K | Buy |
17,632
+10,342
| +142% | +$471K | 0.16% | 57 |
|
|
2023
Q4 | $336K | Buy |
7,290
+2,508
| +52% | +$116K | 0.07% | 79 |
|
|
2023
Q3 | $209K | Hold |
4,782
| – | – | 0.05% | 105 |
|
|
2023
Q2 | $217K | Buy |
+4,782
| New | +$217K | 0.05% | 102 |
|
|
2023
Q1 | – | Sell |
-4,782
| Closed | -$215K | – | 106 |
|
|
2022
Q4 | $215K | Buy |
+4,782
| New | +$215K | 0.05% | 91 |
|
|
2022
Q3 | – | Sell |
-13,210
| Closed | -$618K | – | 125 |
|
|
2022
Q2 | $618K | Buy |
13,210
+3,420
| +35% | +$160K | 0.16% | 49 |
|
|
2022
Q1 | $485K | Sell |
9,790
-8,643
| -47% | -$428K | 0.11% | 54 |
|
|
2021
Q4 | $975K | Buy |
18,433
+430
| +2% | +$22.7K | 0.23% | 34 |
|
|
2021
Q3 | $958K | Sell |
18,003
-2,515
| -12% | -$134K | 0.26% | 34 |
|
|
2021
Q2 | $1.1M | Buy |
20,518
+15,209
| +286% | +$813K | 0.3% | 36 |
|
|
2021
Q1 | $280K | Buy |
5,309
+1,571
| +42% | +$82.9K | 0.15% | 38 |
|
|
2020
Q4 | $204K | Buy |
+3,738
| New | +$204K | 0.07% | 62 |
|