Cyndeo Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-79,125
| Closed | -$3.61M | – | 408 |
|
|
2024
Q1 | $3.61M | Buy |
79,125
+72,427
| +1,081% | +$3.3M | 0.3% | 100 |
|
|
2023
Q4 | $309K | Sell |
6,698
-32,492
| -83% | -$1.5M | 0.03% | 311 |
|
|
2023
Q3 | $1.71M | Buy |
39,190
+4,084
| +12% | +$179K | 0.18% | 136 |
|
|
2023
Q2 | $1.6M | Buy |
35,106
+2,076
| +6% | +$94.4K | 0.17% | 143 |
|
|
2023
Q1 | $1.52M | Buy |
33,030
+16
| +0% | +$738 | 0.16% | 145 |
|
|
2022
Q4 | $1.48M | Buy |
+33,014
| New | +$1.48M | 0.17% | 142 |
|