Cahill Financial Advisors’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 | $1.05M | Buy |
22,783
+1,183
| +5% | +$54.7K | 0.13% | 113 |
|
|
2025
Q1 | $995K | Buy |
21,600
+588
| +3% | +$27.1K | 0.14% | 113 |
|
|
2024
Q4 | $950K | Buy |
21,012
+34
| +0.2% | +$1.54K | 0.13% | 121 |
|
|
2024
Q3 | $989K | Buy |
20,978
+452
| +2% | +$21.3K | 0.14% | 113 |
|
|
2024
Q2 | $928K | Buy |
20,526
+2,166
| +12% | +$97.9K | 0.13% | 128 |
|
|
2024
Q1 | $837K | Buy |
18,360
+1,316
| +8% | +$60K | 0.11% | 137 |
|
|
2023
Q4 | $785K | Buy |
17,044
+10,364
| +155% | +$477K | 0.12% | 135 |
|
|
2023
Q3 | $292K | Hold |
6,680
| – | – | 0.05% | 197 |
|
|
2023
Q2 | $304K | Hold |
6,680
| – | – | 0.05% | 194 |
|
|
2023
Q1 | $308K | Buy |
6,680
+487
| +8% | +$22.5K | 0.05% | 191 |
|
|
2022
Q4 | $278K | Sell |
6,193
-16,292
| -72% | -$732K | 0.05% | 194 |
|
|
2022
Q3 | $1M | Buy |
22,485
+130
| +0.6% | +$5.79K | 0.21% | 108 |
|
|
2022
Q2 | $1.05M | Hold |
22,355
| – | – | 0.22% | 101 |
|
|
2022
Q1 | $1.11M | Hold |
22,355
| – | – | 0.21% | 104 |
|
|
2021
Q4 | $1.18M | Hold |
22,355
| – | – | 0.23% | 96 |
|
|
2021
Q3 | $1.19M | Buy |
+22,355
| New | +$1.19M | 0.24% | 92 |
|