Epstein & White Financial’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
Q2 | $2.09M | Sell |
39,033
-1,685
| -4% | -$90.4K | 0.55% | 17 |
|
|
2021
Q1 | $2.15M | Buy |
40,718
+388
| +1% | +$20.5K | 0.63% | 17 |
|
|
2020
Q4 | $2.2M | Sell |
40,330
-4,158
| -9% | -$227K | 0.67% | 17 |
|
|
2020
Q3 | $2.43M | Buy |
44,488
+4,252
| +11% | +$232K | 0.87% | 15 |
|
|
2020
Q2 | $2.19M | Buy |
40,236
+136
| +0.3% | +$7.39K | 0.83% | 13 |
|
|
2020
Q1 | $2.1M | Buy |
40,100
+1,381
| +4% | +$72.4K | 0.88% | 12 |
|
|
2019
Q4 | $2.02M | Buy |
38,719
+9,154
| +31% | +$477K | 0.88% | 13 |
|
|
2019
Q3 | $1.56M | Buy |
29,565
+16,088
| +119% | +$846K | 0.76% | 13 |
|
|
2019
Q2 | $692K | Buy |
13,477
+4,182
| +45% | +$215K | 0.37% | 30 |
|
|
2019
Q1 | $472K | Buy |
+9,295
| New | +$472K | 0.27% | 39 |
|