CIA
Concurrent Investment 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 | $4.4M | Buy |
95,253
+11,901
| +14% | +$550K | 0.09% | 244 |
|
|
2025
Q1 | $3.84M | Sell |
83,352
-745
| -0.9% | -$34.3K | 0.09% | 230 |
|
|
2024
Q4 | $3.8M | Sell |
84,097
-13,437
| -14% | -$607K | 0.1% | 200 |
|
|
2024
Q3 | $4.6M | Buy |
97,534
+10,578
| +12% | +$498K | 0.14% | 158 |
|
|
2024
Q2 | $3.93M | Buy |
86,956
+11,413
| +15% | +$516K | 0.13% | 166 |
|
|
2024
Q1 | $3.44M | Buy |
75,543
+31,828
| +73% | +$1.45M | 0.14% | 159 |
|
|
2023
Q4 | $2.01M | Buy |
+43,715
| New | +$2.01M | 0.1% | 227 |
|