Beacon Bridge Wealth Partners’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
Q2 | – | Sell |
-4,835
| Closed | -$220K | – | 97 |
|
|
2024
Q1 | $220K | Sell |
4,835
-2,038
| -30% | -$92.9K | 0.1% | 89 |
|
|
2023
Q4 | $317K | Sell |
6,873
-510
| -7% | -$23.5K | 0.16% | 71 |
|
|
2023
Q3 | $323K | Sell |
7,383
-819
| -10% | -$35.8K | 0.17% | 62 |
|
|
2023
Q2 | $373K | Buy |
8,202
+221
| +3% | +$10K | 0.19% | 51 |
|
|
2023
Q1 | $368K | Buy |
7,981
+46
| +0.6% | +$2.12K | 0.22% | 49 |
|
|
2022
Q4 | $357K | Buy |
+7,935
| New | +$357K | 0.26% | 49 |
|