Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,110
| Closed | -$51.2K | – | 1173 |
|
|
2023
Q4 | $51.2K | Hold |
1,110
| – | – | ﹤0.01% | 702 |
|
|
2023
Q3 | $48.5K | Hold |
1,110
| – | – | ﹤0.01% | 669 |
|
|
2023
Q2 | $50.5K | Hold |
1,110
| – | – | ﹤0.01% | 665 |
|
|
2023
Q1 | $51.2K | Hold |
1,110
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $49.9K | Hold |
1,110
| – | – | ﹤0.01% | 580 |
|
|
2022
Q3 | $49.4K | Sell |
1,110
-146
| -12% | -$6.5K | ﹤0.01% | 565 |
|
|
2022
Q2 | $58.8K | Buy |
1,256
+17
| +1% | +$796 | ﹤0.01% | 543 |
|
|
2022
Q1 | $61.5K | Buy |
+1,239
| New | +$61.5K | ﹤0.01% | 552 |
|
|
2021
Q4 | – | Sell |
-1,239
| Closed | -$66K | – | 642 |
|
|
2021
Q3 | $66K | Hold |
1,239
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $66.3K | Hold |
1,239
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $65.4K | Buy |
+1,239
| New | +$65.4K | ﹤0.01% | 491 |
|