Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $763K | Hold |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $827K | Buy |
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|
2023
Q4 | $815K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $368K | Hold |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $408K | Hold |
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|
2020
Q2 | $408K | Hold |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $384K | Sell |
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|
2018
Q4 | $3.44M | Buy |
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|
2018
Q3 | $889K | Buy |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $143K | Hold |
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|
2017
Q4 | $145K | Hold |
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|
2017
Q3 | $146K | Hold |
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|
2017
Q2 | $145K | Hold |
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|
2017
Q1 | $144K | Buy |
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