Clearstead 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 | $1.69M | Buy |
36,476
+4,814
| +15% | +$223K | 0.02% | 347 |
|
|
2025
Q1 | $1.46M | Buy |
31,662
+4,986
| +19% | +$230K | 0.02% | 346 |
|
|
2024
Q4 | $1.21M | Sell |
26,676
-562
| -2% | -$25.4K | 0.02% | 371 |
|
|
2024
Q3 | $1.28M | Sell |
27,238
-973
| -3% | -$45.8K | 0.02% | 374 |
|
|
2024
Q2 | $1.28M | Buy |
+28,211
| New | +$1.28M | 0.02% | 347 |
|
|
2021
Q1 | – | Sell |
-323
| Closed | -$18K | – | 1146 |
|
|
2020
Q4 | $18K | Hold |
323
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $18K | Hold |
323
| – | – | ﹤0.01% | 600 |
|
|
2020
Q2 | $18K | Hold |
323
| – | – | ﹤0.01% | 537 |
|
|
2020
Q1 | $17K | Buy |
+323
| New | +$17K | ﹤0.01% | 518 |
|