CWA
Clearview Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
55,610
-11,467
| -17% | -$530K | 1.79% | 14 |
|
|
2025
Q1 | $3.09M | Sell |
67,077
-20,767
| -24% | -$957K | 2.31% | 9 |
|
|
2024
Q4 | $3.97M | Buy |
87,844
+10,265
| +13% | +$464K | 3.02% | 7 |
|
|
2024
Q3 | $3.66M | Buy |
77,579
+6,929
| +10% | +$326K | 2.82% | 8 |
|
|
2024
Q2 | $3.19M | Sell |
70,650
-46,993
| -40% | -$2.13M | 2.79% | 8 |
|
|
2024
Q1 | $5.36M | Buy |
117,643
+88,711
| +307% | +$4.04M | 5.47% | 2 |
|
|
2023
Q4 | $1.33M | Buy |
28,932
+731
| +3% | +$33.7K | 1.55% | 15 |
|
|
2023
Q3 | $1.23M | Sell |
28,201
-595
| -2% | -$26K | 1.53% | 12 |
|
|
2023
Q2 | $1.31M | Sell |
28,796
-1,660
| -5% | -$75.5K | 1.33% | 15 |
|
|
2023
Q1 | $1.41M | Sell |
30,456
-59,114
| -66% | -$2.73M | 1.42% | 12 |
|
|
2022
Q4 | $4.02M | Sell |
89,570
-3,186
| -3% | -$143K | 3.11% | 5 |
|
|
2022
Q3 | $4.13M | Sell |
92,756
-2,378
| -2% | -$106K | 3.27% | 6 |
|
|
2022
Q2 | $4.45M | Sell |
95,134
-15,400
| -14% | -$721K | 3.34% | 7 |
|
|
2022
Q1 | $5.49M | Buy |
110,534
+22,704
| +26% | +$1.13M | 3.6% | 6 |
|
|
2021
Q4 | $4.65M | Buy |
87,830
+30,312
| +53% | +$1.6M | 2.83% | 8 |
|
|
2021
Q3 | $3.06M | Buy |
57,518
+2,537
| +5% | +$135K | 1.94% | 10 |
|
|
2021
Q2 | $2.94M | Buy |
+54,981
| New | +$2.94M | 1.82% | 9 |
|