Beacon Pointe 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
$217K Hold
4,696
﹤0.01% 1143
2025
Q1
$216K Sell
4,696
-73
-2% -$3.36K ﹤0.01% 1108
2024
Q4
$216K Buy
+4,769
New +$216K ﹤0.01% 1112
2024
Q2
Sell
-6,735
Closed -$307K 1303
2024
Q1
$307K Buy
6,735
+2,125
+46% +$96.9K ﹤0.01% 1090
2023
Q4
$212K Sell
4,610
-567
-11% -$26.1K ﹤0.01% 1183
2023
Q3
$226K Buy
+5,177
New +$226K ﹤0.01% 1171
2023
Q2
Sell
-67,170
Closed -$3.1M 1130
2023
Q1
$3.1M Buy
67,170
+62,645
+1,384% +$2.89M 0.05% 301
2022
Q4
$203K Buy
+4,525
New +$203K ﹤0.01% 995