Caliber Wealth Management (Utah)’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
2021
Q4
Sell
-10,162
Closed -$539K 73
2021
Q3
$539K Sell
10,162
-3,231
-24% -$171K 0.38% 65
2021
Q2
$716K Sell
13,393
-49,331
-79% -$2.64M 0.51% 63
2021
Q1
$3.31M Buy
62,724
+3,343
+6% +$176K 2.4% 4
2020
Q4
$3.24M Buy
+59,381
New +$3.24M 3.18% 4