Fermata Advisors’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 | $241K | Sell |
5,214
-682
| -12% | -$31.5K | 0.06% | 198 |
|
|
2025
Q1 | $272K | Sell |
5,896
-878
| -13% | -$40.5K | 0.05% | 231 |
|
|
2024
Q4 | $306K | Hold |
6,774
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $319K | Buy |
6,774
+915
| +16% | +$43.1K | 0.06% | 175 |
|
|
2024
Q2 | $265K | Sell |
5,859
-278
| -5% | -$12.6K | 0.06% | 180 |
|
|
2024
Q1 | $280K | Buy |
6,137
+1,427
| +30% | +$65.1K | 0.06% | 172 |
|
|
2023
Q4 | $217K | Buy |
+4,710
| New | +$217K | 0.05% | 167 |
|