BA
Bellwether 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 | $348K | Sell |
7,531
-187
| -2% | -$8.65K | 0.06% | 96 |
|
|
2025
Q1 | $356K | Sell |
7,718
-1,252
| -14% | -$57.7K | 0.07% | 95 |
|
|
2024
Q4 | $405K | Sell |
8,970
-178
| -2% | -$8.05K | 0.07% | 96 |
|
|
2024
Q3 | $431K | Sell |
9,148
-105
| -1% | -$4.95K | 0.08% | 90 |
|
|
2024
Q2 | $418K | Sell |
9,253
-834
| -8% | -$37.7K | 0.09% | 91 |
|
|
2024
Q1 | $460K | Hold |
10,087
| – | – | 0.1% | 94 |
|
|
2023
Q4 | $465K | Sell |
10,087
-376
| -4% | -$17.3K | 0.11% | 91 |
|
|
2023
Q3 | $457K | Hold |
10,463
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $476K | Sell |
10,463
-809
| -7% | -$36.8K | 0.14% | 63 |
|
|
2023
Q1 | $520K | Sell |
11,272
-4,901
| -30% | -$226K | 0.14% | 91 |
|
|
2022
Q4 | $727K | Sell |
16,173
-7,716
| -32% | -$347K | 0.21% | 85 |
|
|
2022
Q3 | $1.06M | Sell |
23,889
-3,365
| -12% | -$150K | 0.35% | 55 |
|
|
2022
Q2 | $1.28M | Sell |
27,254
-6,075
| -18% | -$284K | 0.41% | 52 |
|
|
2022
Q1 | $1.65M | Sell |
33,329
-657
| -2% | -$32.6K | 0.49% | 43 |
|
|
2021
Q4 | $1.8M | Sell |
33,986
-13,211
| -28% | -$699K | 0.56% | 36 |
|
|
2021
Q3 | $2.51M | Sell |
47,197
-253
| -0.5% | -$13.5K | 0.84% | 24 |
|
|
2021
Q2 | $2.54M | Sell |
47,450
-1,021
| -2% | -$54.6K | 0.88% | 29 |
|
|
2021
Q1 | $2.56M | Buy |
48,471
+2,490
| +5% | +$131K | 1.01% | 29 |
|
|
2020
Q4 | $2.51M | Buy |
+45,981
| New | +$2.51M | 1.1% | 28 |
|