Financial Advocates Investment Management’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 | $5.91M | Buy |
127,816
+85,759
| +204% | +$3.96M | 0.48% | 38 |
|
|
2025
Q1 | $2.71M | Sell |
42,057
-106,148
| -72% | -$6.84M | 0.19% | 127 |
|
|
2024
Q4 | $6.7M | Buy |
148,205
+107,609
| +265% | +$4.86M | 0.38% | 55 |
|
|
2024
Q3 | $2.03M | Sell |
40,596
-95,163
| -70% | -$4.75M | 0.11% | 182 |
|
|
2024
Q2 | $6.14M | Buy |
135,759
+82,397
| +154% | +$3.73M | 0.38% | 53 |
|
|
2024
Q1 | $2.43M | Sell |
53,362
-25,835
| -33% | -$1.18M | 0.14% | 161 |
|
|
2023
Q4 | $12M | Buy |
79,197
+31,723
| +67% | +$4.82M | 0.79% | 23 |
|
|
2023
Q3 | $9.46M | Sell |
47,474
-90,422
| -66% | -$18M | 0.68% | 25 |
|
|
2023
Q2 | $6.27M | Buy |
137,896
+4,827
| +4% | +$219K | 0.45% | 52 |
|
|
2023
Q1 | $6.14M | Buy |
133,069
+103,471
| +350% | +$4.78M | 0.44% | 41 |
|
|
2022
Q4 | $1.33M | Buy |
29,598
+16,833
| +132% | +$758K | 0.1% | 225 |
|
|
2022
Q3 | $555K | Sell |
12,765
-62,548
| -83% | -$2.72M | 0.05% | 383 |
|
|
2022
Q2 | $3.53M | Buy |
75,313
+4,659
| +7% | +$218K | 0.29% | 92 |
|
|
2022
Q1 | $3.51M | Buy |
70,654
+61,545
| +676% | +$3.05M | 0.23% | 107 |
|
|
2021
Q4 | $465K | Sell |
9,109
-43,829
| -83% | -$2.24M | 0.03% | 497 |
|
|
2021
Q3 | $2.82M | Buy |
52,938
+6,771
| +15% | +$361K | 0.19% | 129 |
|
|
2021
Q2 | $2.47M | Buy |
46,167
+40,282
| +684% | +$2.16M | 0.17% | 144 |
|
|
2021
Q1 | $310K | Buy |
5,885
+2,601
| +79% | +$137K | 0.02% | 582 |
|
|
2020
Q4 | $208K | Sell |
3,284
-1,225
| -27% | -$77.6K | 0.01% | 670 |
|
|
2020
Q3 | $245K | Buy |
+4,509
| New | +$245K | 0.02% | 517 |
|
|
2018
Q4 | – | Sell |
-6,329
| Closed | -$311K | – | 467 |
|
|
2018
Q3 | $311K | Sell |
6,329
-353
| -5% | -$17.3K | 0.03% | 381 |
|
|
2018
Q2 | $329K | Buy |
6,682
+2,470
| +59% | +$122K | 0.04% | 348 |
|
|
2018
Q1 | $210K | Sell |
4,212
-249
| -6% | -$12.4K | 0.03% | 450 |
|
|
2017
Q4 | $227K | Buy |
+4,461
| New | +$227K | 0.03% | 424 |
|