EP Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
161,712
+154,643
| +2,188% | +$7.15M | 0.05% | 212 |
|
|
2025
Q1 | $326K | Buy |
+7,069
| New | +$326K | ﹤0.01% | 877 |
|
|
2024
Q4 | – | Sell |
-12,471
| Closed | -$588K | – | 1286 |
|
|
2024
Q3 | $588K | Buy |
12,471
+3,303
| +36% | +$156K | 0.01% | 639 |
|
|
2024
Q2 | $415K | Buy |
+9,168
| New | +$415K | ﹤0.01% | 579 |
|
|
2023
Q4 | – | Sell |
-2,615
| Closed | -$114K | – | 827 |
|
|
2023
Q3 | $114K | Buy |
+2,615
| New | +$114K | ﹤0.01% | 726 |
|