Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,291
| Closed | -$241K | – | 148 |
|
|
2023
Q2 | $241K | Sell |
5,291
-670
| -11% | -$30.5K | 0.03% | 132 |
|
|
2023
Q1 | $275K | Sell |
5,961
-1,440
| -19% | -$66.5K | 0.03% | 121 |
|
|
2022
Q4 | $333K | Sell |
7,401
-2,402
| -25% | -$108K | 0.04% | 112 |
|
|
2022
Q3 | $436K | Buy |
+9,803
| New | +$436K | 0.06% | 102 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$20K | – | 365 |
|
|
2018
Q1 | $20K | Buy |
+400
| New | +$20K | ﹤0.01% | 383 |
|