Cardinal Point Wealth Management’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
Q3
$849K Sell
15,950
-1,750
-10% -$93.2K 0.4% 19
2021
Q2
$947K Buy
17,700
+300
+2% +$16.1K 0.43% 20
2021
Q1
$918K Buy
17,400
+3,000
+21% +$158K 0.46% 16
2020
Q4
$786K Buy
+14,400
New +$786K 0.4% 19