FFG Retirement 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 | $8.92M | Sell |
192,877
-77,379
| -29% | -$3.58M | 5.59% | 3 |
|
|
2025
Q1 | $12.5M | Sell |
270,256
-36,702
| -12% | -$1.69M | 8.48% | 2 |
|
|
2024
Q4 | $13.9M | Buy |
306,958
+41,860
| +16% | +$1.89M | 9.07% | 1 |
|
|
2024
Q3 | $12.5M | Buy |
265,098
+23,658
| +10% | +$1.11M | 8.14% | 3 |
|
|
2024
Q2 | $10.9M | Buy |
241,440
+7,074
| +3% | +$320K | 7.61% | 3 |
|
|
2024
Q1 | $10.7M | Buy |
234,366
+80,174
| +52% | +$3.66M | 7.52% | 3 |
|
|
2023
Q4 | $7.1M | Sell |
154,192
-21,478
| -12% | -$989K | 5.49% | 3 |
|
|
2023
Q3 | $7.68M | Sell |
175,670
-64,555
| -27% | -$2.82M | 6.37% | 3 |
|
|
2023
Q2 | $10.9M | Buy |
240,225
+21,469
| +10% | +$976K | 8.74% | 3 |
|
|
2023
Q1 | $10.1M | Buy |
218,756
+126,486
| +137% | +$5.84M | 8.65% | 3 |
|
|
2022
Q4 | $4.15M | Buy |
+92,270
| New | +$4.15M | 3.78% | 8 |
|