EWA
EverSource 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 | $2.81M | Sell |
60,757
-17,609
| -22% | -$814K | 0.13% | 135 |
|
|
2025
Q1 | $3.61M | Buy |
78,366
+38,278
| +95% | +$1.76M | 0.2% | 106 |
|
|
2024
Q4 | $1.81M | Sell |
40,088
-4,869
| -11% | -$220K | 0.1% | 161 |
|
|
2024
Q3 | $2.12M | Sell |
44,957
-18,158
| -29% | -$856K | 0.13% | 136 |
|
|
2024
Q2 | $2.91M | Buy |
63,115
+42,115
| +201% | +$1.94M | 0.19% | 105 |
|
|
2024
Q1 | $932K | Sell |
21,000
-2,151
| -9% | -$95.4K | 0.07% | 194 |
|
|
2023
Q4 | $1.07M | Sell |
23,151
-1,632
| -7% | -$75.2K | 0.1% | 159 |
|
|
2023
Q3 | $1.08M | Buy |
24,783
+6,219
| +34% | +$272K | 0.11% | 151 |
|
|
2023
Q2 | $844K | Sell |
18,564
-2,316
| -11% | -$105K | 0.09% | 173 |
|
|
2023
Q1 | $964K | Buy |
20,880
+547
| +3% | +$25.2K | 0.12% | 146 |
|
|
2022
Q4 | $914K | Buy |
20,333
+2,763
| +16% | +$124K | 0.14% | 124 |
|
|
2022
Q3 | $782K | Sell |
17,570
-4,973
| -22% | -$221K | 0.18% | 107 |
|
|
2022
Q2 | $1.06M | Buy |
22,543
+8,099
| +56% | +$379K | 0.27% | 69 |
|
|
2022
Q1 | $717K | Buy |
14,444
+4,877
| +51% | +$242K | 0.18% | 112 |
|
|
2021
Q4 | $507K | Buy |
+9,567
| New | +$507K | 0.14% | 115 |
|