Elevated Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $645K | Sell |
12,150
-311
| -2% | -$16.5K | 0.25% | 113 |
|
|
2020
Q4 | $680K | Buy |
12,461
+786
| +7% | +$42.9K | 0.29% | 105 |
|
|
2020
Q3 | $631K | Sell |
11,675
-108
| -0.9% | -$5.84K | 0.3% | 109 |
|
|
2020
Q2 | $645K | Buy |
+11,783
| New | +$645K | 0.3% | 108 |
|
|
2019
Q4 | $535K | Buy |
+10,273
| New | +$535K | 0.59% | 49 |
|
|
2019
Q1 | $602K | Buy |
+11,247
| New | +$602K | 0.4% | 91 |
|