Beacon Financial Advisory’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 | $1.55M | Sell |
33,586
-4,049
| -11% | -$187K | 0.4% | 54 |
|
|
2025
Q1 | $1.73M | Buy |
37,635
+2,531
| +7% | +$117K | 0.53% | 39 |
|
|
2024
Q4 | $1.59M | Buy |
35,104
+2,719
| +8% | +$123K | 0.52% | 42 |
|
|
2024
Q3 | $1.53M | Buy |
32,385
+5,041
| +18% | +$238K | 0.52% | 43 |
|
|
2024
Q2 | $1.24M | Buy |
27,344
+3,615
| +15% | +$163K | 0.46% | 52 |
|
|
2024
Q1 | $1.08M | Buy |
23,729
+9,542
| +67% | +$435K | 0.53% | 48 |
|
|
2023
Q4 | $654K | Sell |
14,187
-1,288
| -8% | -$59.3K | 0.32% | 95 |
|
|
2023
Q3 | $676K | Buy |
15,475
+1,391
| +10% | +$60.8K | 0.37% | 88 |
|
|
2023
Q2 | $640K | Buy |
14,084
+855
| +6% | +$38.9K | 0.37% | 88 |
|
|
2023
Q1 | $611K | Buy |
13,229
+342
| +3% | +$15.8K | 0.39% | 83 |
|
|
2022
Q4 | $579K | Buy |
12,887
+3,080
| +31% | +$138K | 0.41% | 75 |
|
|
2022
Q3 | $436K | Buy |
9,807
+334
| +4% | +$14.8K | 0.31% | 105 |
|
|
2022
Q2 | $444K | Sell |
9,473
-1,548
| -14% | -$72.6K | 0.25% | 132 |
|
|
2022
Q1 | $547K | Buy |
11,021
+602
| +6% | +$29.9K | 0.26% | 117 |
|
|
2021
Q4 | $551K | Buy |
10,419
+4,126
| +66% | +$218K | 0.25% | 120 |
|
|
2021
Q3 | $335K | Buy |
6,293
+1,381
| +28% | +$73.5K | 0.17% | 158 |
|
|
2021
Q2 | $263K | Buy |
+4,912
| New | +$263K | 0.14% | 181 |
|