Copperleaf Capital’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 | $7.66M | Buy |
165,688
+1,276
| +0.8% | +$59K | 3.88% | 4 |
|
|
2025
Q1 | $7.58M | Sell |
164,412
-11,884
| -7% | -$548K | 4.53% | 3 |
|
|
2024
Q4 | $7.97M | Buy |
176,296
+6,895
| +4% | +$312K | 5.05% | 3 |
|
|
2024
Q3 | $7.98M | Buy |
169,401
+1,704
| +1% | +$80.3K | 6.11% | 2 |
|
|
2024
Q2 | $7.58M | Buy |
167,697
+9,662
| +6% | +$437K | 6.06% | 2 |
|
|
2024
Q1 | $7.2M | Buy |
158,035
+26,222
| +20% | +$1.2M | 6.24% | 2 |
|
|
2023
Q4 | $6.07M | Sell |
131,813
-6,043
| -4% | -$278K | 6.18% | 2 |
|
|
2023
Q3 | $6.03M | Sell |
137,856
-141,972
| -51% | -$6.21M | 6.52% | 3 |
|
|
2023
Q2 | $12.7M | Buy |
279,828
+34,447
| +14% | +$1.57M | 11.93% | 1 |
|
|
2023
Q1 | $11.3M | Buy |
245,381
+92,328
| +60% | +$4.26M | 11.26% | 1 |
|
|
2022
Q4 | $6.88M | Buy |
153,053
+28,410
| +23% | +$1.28M | 7.91% | 2 |
|
|
2022
Q3 | $5.55M | Buy |
+124,643
| New | +$5.55M | 6% | 4 |
|