Bennett Associates 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
109,454
-1,300
| -1% | -$60.1K | 3.89% | 10 |
|
|
2025
Q1 | $5.1M | Buy |
110,754
+4,295
| +4% | +$198K | 4.21% | 9 |
|
|
2024
Q4 | $4.81M | Buy |
106,459
+24,657
| +30% | +$1.11M | 3.99% | 9 |
|
|
2024
Q3 | $3.85M | Buy |
81,802
+3,428
| +4% | +$162K | 3.16% | 11 |
|
|
2024
Q2 | $3.54M | Buy |
78,374
+1,987
| +3% | +$89.9K | 3.19% | 12 |
|
|
2024
Q1 | $3.48M | Buy |
76,387
+5,739
| +8% | +$262K | 3.14% | 12 |
|
|
2023
Q4 | $3.25M | Buy |
+70,648
| New | +$3.25M | 3.18% | 10 |
|