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 |
|