Destiny 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 | $282K | Sell |
6,095
-76
| -1% | -$3.51K | 0.04% | 160 |
|
|
2025
Q1 | $284K | Hold |
6,171
| – | – | 0.05% | 133 |
|
|
2024
Q4 | $279K | Sell |
6,171
-445
| -7% | -$20.1K | 0.05% | 139 |
|
|
2024
Q3 | $312K | Buy |
6,616
+76
| +1% | +$3.58K | 0.05% | 125 |
|
|
2024
Q2 | $296K | Sell |
6,540
-214
| -3% | -$9.68K | 0.05% | 124 |
|
|
2024
Q1 | $308K | Hold |
6,754
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $308K | Sell |
6,754
-429
| -6% | -$19.6K | 0.06% | 126 |
|
|
2023
Q3 | $314K | Hold |
7,183
| – | – | 0.06% | 129 |
|
|
2023
Q2 | $326K | Hold |
7,183
| – | – | 0.06% | 129 |
|
|
2023
Q1 | $331K | Buy |
7,183
+3,385
| +89% | +$156K | 0.07% | 125 |
|
|
2022
Q4 | $171K | Buy |
3,798
+3,772
| +14,508% | +$169K | 0.04% | 188 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $1K | Sell |
26
-612
| -96% | -$23.5K | ﹤0.01% | 530 |
|
|
2021
Q3 | $34K | Buy |
+638
| New | +$34K | 0.01% | 335 |
|
|
2021
Q2 | – | Sell |
-638
| Closed | -$34K | – | 343 |
|
|
2021
Q1 | $34K | Sell |
638
-288
| -31% | -$15.3K | 0.01% | 321 |
|
|
2020
Q4 | $51K | Buy |
+926
| New | +$51K | 0.01% | 282 |
|