Bernardo Wealth Planning’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $9.11M | Buy |
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|
2022
Q4 | $8.78M | Buy |
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|
2022
Q3 | $7.8M | Buy |
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|
2022
Q2 | $8.34M | Sell |
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|
2022
Q1 | $9.1M | Buy |
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|
2021
Q4 | $8.3M | Buy |
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|
2021
Q3 | $7.89M | Buy |
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|
2021
Q2 | $7.93M | Buy |
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|
2021
Q1 | $231K | Buy |
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