BWA
BCU 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 | $7.06M | Sell |
152,616
-4,143
| -3% | -$192K | 3.17% | 6 |
|
|
2025
Q1 | $7.22M | Buy |
156,759
+23,243
| +17% | +$1.07M | 3.76% | 6 |
|
|
2024
Q4 | $6.03M | Sell |
133,516
-612
| -0.5% | -$27.7K | 3.45% | 6 |
|
|
2024
Q3 | $6.32M | Buy |
134,128
+26,995
| +25% | +$1.27M | 3.77% | 5 |
|
|
2024
Q2 | $4.84M | Buy |
107,133
+6,395
| +6% | +$289K | 3.58% | 6 |
|
|
2024
Q1 | $4.59M | Buy |
100,738
+31,303
| +45% | +$1.43M | 3.9% | 6 |
|
|
2023
Q4 | $3.2M | Buy |
+69,435
| New | +$3.2M | 3.47% | 6 |
|