Beverly Hills Private Wealth’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 | $374K | Sell |
8,087
-459
| -5% | -$21.2K | 0.07% | 220 |
|
|
2025
Q1 | $394K | Sell |
8,546
-1,480
| -15% | -$68.2K | 0.08% | 205 |
|
|
2024
Q4 | $453K | Sell |
10,026
-5,916
| -37% | -$267K | 0.09% | 182 |
|
|
2024
Q3 | $751K | Sell |
15,942
-1,125
| -7% | -$53K | 0.15% | 143 |
|
|
2024
Q2 | $772K | Sell |
17,067
-5,633
| -25% | -$255K | 0.17% | 135 |
|
|
2024
Q1 | $1.03M | Buy |
22,700
+3,683
| +19% | +$168K | 0.24% | 105 |
|
|
2023
Q4 | $876K | Sell |
19,017
-3,679
| -16% | -$169K | 0.23% | 101 |
|
|
2023
Q3 | $992K | Sell |
22,696
-25,564
| -53% | -$1.12M | 0.3% | 83 |
|
|
2023
Q2 | $2.17M | Buy |
48,260
+20,784
| +76% | +$933K | 0.36% | 69 |
|
|
2023
Q1 | $1.27M | Buy |
27,476
+18,215
| +197% | +$841K | 0.39% | 72 |
|
|
2022
Q4 | $416K | Buy |
+9,261
| New | +$416K | 0.18% | 128 |
|