Daymark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
34,973
+2,453
| +8% | +$113K | 0.06% | 202 |
|
|
2025
Q1 | $1.5M | Sell |
32,520
-3,531
| -10% | -$163K | 0.06% | 192 |
|
|
2024
Q4 | $1.63M | Buy |
36,051
+19,059
| +112% | +$861K | 0.07% | 183 |
|
|
2024
Q3 | $801K | Sell |
16,992
-849
| -5% | -$40K | 0.03% | 275 |
|
|
2024
Q2 | $807K | Sell |
17,841
-1,084
| -6% | -$49K | 0.04% | 268 |
|
|
2024
Q1 | $863K | Buy |
18,925
+7,727
| +69% | +$352K | 0.05% | 215 |
|
|
2023
Q4 | $516K | Sell |
11,198
-1,921
| -15% | -$88.5K | 0.03% | 254 |
|
|
2023
Q3 | $573K | Buy |
+13,119
| New | +$573K | 0.04% | 224 |
|
|
2023
Q2 | – | Sell |
-8,531
| Closed | -$394K | – | 382 |
|
|
2023
Q1 | $394K | Buy |
+8,531
| New | +$394K | 0.05% | 204 |
|