Essential Planning’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 | $942K | Hold |
20,384
| – | – | 0.35% | 33 |
|
|
2025
Q1 | $939K | Sell |
20,384
-1,601,504
| -99% | -$73.8M | 0.38% | 33 |
|
|
2024
Q4 | $74.5M | Buy |
1,621,888
+1,596,884
| +6,387% | +$73.3M | 0.49% | 23 |
|
|
2024
Q3 | $1.18M | Hold |
25,004
| – | – | 0.48% | 27 |
|
|
2024
Q2 | $1.13M | Buy |
25,004
+11,500
| +85% | +$520K | 0.5% | 27 |
|
|
2024
Q1 | $622K | Hold |
13,504
| – | – | 0.31% | 32 |
|
|
2023
Q4 | $622K | Buy |
13,504
+8,284
| +159% | +$382K | 0.31% | 32 |
|
|
2023
Q3 | $228K | Buy |
+5,220
| New | +$228K | 0.13% | 51 |
|