Beaird Harris Wealth Management’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
Q4 | – | Sell |
-942
| Closed | -$44.4K | – | 520 |
|
|
2024
Q3 | $44.4K | Buy |
942
+591
| +168% | +$27.8K | ﹤0.01% | 239 |
|
|
2024
Q2 | $15.9K | Buy |
+351
| New | +$15.9K | ﹤0.01% | 318 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$954 | – | 471 |
|
|
2023
Q2 | $954 | Sell |
21
-52
| -71% | -$2.36K | ﹤0.01% | 402 |
|
|
2023
Q1 | $3.35K | Buy |
73
+21
| +40% | +$964 | ﹤0.01% | 343 |
|
|
2022
Q4 | $2.35K | Hold |
52
| – | – | ﹤0.01% | 553 |
|
|
2022
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 405 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 658 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 657 |
|