BFA
BMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.94M | Sell |
108,625
-97,759
| -47% | -$4.45M | 3.22% | 6 |
|
|
2023
Q1 | $9.52M | Buy |
206,384
+48,815
| +31% | +$2.25M | 6.58% | 3 |
|
|
2022
Q4 | $8.34M | Sell |
157,569
-20,502
| -12% | -$1.09M | 5.53% | 4 |
|
|
2022
Q3 | $7.92M | Buy |
178,071
+17,529
| +11% | +$780K | 5.56% | 3 |
|
|
2022
Q2 | $8.5M | Sell |
160,542
-47,053
| -23% | -$2.49M | 5.56% | 4 |
|
|
2022
Q1 | $10.3M | Buy |
207,595
+46,836
| +29% | +$2.32M | 6.55% | 4 |
|
|
2021
Q4 | $8.51M | Buy |
+160,759
| New | +$8.51M | 5.41% | 4 |
|