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CapWealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

CapWealth Advisors’s Portfolio IUSB Stock Details IUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,130
Closed -$289K – 105
2024
Q3 		$289K Hold
6,130
– – 0.03% 90
2024
Q2 		$277K Buy
+6,130
New +$277K 0.04% 84