Belpointe Asset 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
2025
Q1
Sell
-5,032
Closed -$235K 983
2024
Q4
$235K Buy
5,032
+214
+4% +$9.98K 0.01% 750
2024
Q3
$227K Sell
4,818
-644
-12% -$30.4K 0.01% 769
2024
Q2
$247K Buy
+5,462
New +$247K 0.02% 654
2023
Q2
Sell
-37,612
Closed -$1.74M 1957
2023
Q1
$1.74M Sell
37,612
-11,294
-23% -$521K 0.09% 226
2022
Q4
$2.2M Buy
48,906
+9,459
+24% +$425K 0.13% 158
2022
Q3
$1.76M Buy
39,447
+1,762
+5% +$78.4K 0.12% 185
2022
Q2
$1.77M Buy
37,685
+709
+2% +$33.2K 0.12% 188
2022
Q1
$1.84M Buy
36,976
+6,454
+21% +$320K 0.11% 194
2021
Q4
$1.62M Buy
30,522
+8,879
+41% +$470K 0.1% 201
2021
Q3
$1.15M Buy
21,643
+3,499
+19% +$186K 0.08% 278
2021
Q2
$971K Buy
18,144
+14,754
+435% +$790K 0.07% 302
2021
Q1
$178K Buy
+3,390
New +$178K 0.02% 800