Cornerstone Planning Group’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 | $241K | Sell |
5,210
-3,315
| -39% | -$153K | 0.05% | 77 |
|
|
2025
Q1 | $388K | Buy |
8,525
+1,149
| +16% | +$52.3K | 0.09% | 53 |
|
|
2024
Q4 | $336K | Sell |
7,376
-1,107
| -13% | -$50.4K | 0.08% | 52 |
|
|
2024
Q3 | $390K | Sell |
8,483
-2,402
| -22% | -$110K | 0.1% | 46 |
|
|
2024
Q2 | $507K | Sell |
10,885
-6,574
| -38% | -$306K | 0.15% | 45 |
|
|
2024
Q1 | $783K | Sell |
17,459
-11,230
| -39% | -$503K | 0.24% | 30 |
|
|
2023
Q4 | $1.32M | Sell |
28,689
-17,789
| -38% | -$820K | 0.44% | 22 |
|
|
2023
Q3 | $2.03M | Sell |
46,478
-8,900
| -16% | -$389K | 0.77% | 19 |
|
|
2023
Q2 | $2.52M | Buy |
+55,378
| New | +$2.52M | 1% | 16 |
|
|
2022
Q4 | $3.19M | Buy |
+68,653
| New | +$3.19M | 1.34% | 19 |
|