Elevation 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 | $27.8M | Buy |
601,013
+16,711
| +3% | +$773K | 10.97% | 1 |
|
|
2025
Q1 | $26.9M | Buy |
584,302
+15,991
| +3% | +$737K | 11.64% | 1 |
|
|
2024
Q4 | $25.7M | Buy |
568,311
+19,871
| +4% | +$898K | 10.85% | 1 |
|
|
2024
Q3 | $25.8M | Buy |
548,440
+8,455
| +2% | +$398K | 11.09% | 1 |
|
|
2024
Q2 | $24.4M | Buy |
539,985
+36,773
| +7% | +$1.66M | 11.56% | 1 |
|
|
2024
Q1 | $22.9M | Buy |
503,212
+59,988
| +14% | +$2.74M | 11.46% | 1 |
|
|
2023
Q4 | $19.4M | Buy |
443,224
+1,613
| +0.4% | +$70.6K | 11.64% | 1 |
|
|
2023
Q3 | $19.3M | Buy |
441,611
+39,245
| +10% | +$1.72M | 16.67% | 1 |
|
|
2023
Q2 | $18.9M | Buy |
402,366
+25,539
| +7% | +$1.2M | 15.92% | 1 |
|
|
2023
Q1 | $17.4M | Buy |
+376,827
| New | +$17.4M | 15.92% | 1 |
|