Financial Life 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 | $14.4M | Sell |
311,915
-21,217
| -6% | -$981K | 4.93% | 7 |
|
|
2025
Q1 | $15.4M | Sell |
333,132
-99,367
| -23% | -$4.58M | 5.72% | 5 |
|
|
2024
Q4 | $19.5M | Buy |
432,499
+13,791
| +3% | +$623K | 7.34% | 4 |
|
|
2024
Q3 | $19.7M | Buy |
418,708
+19,939
| +5% | +$940K | 7.45% | 4 |
|
|
2024
Q2 | $18M | Buy |
398,769
+11,882
| +3% | +$537K | 7.32% | 4 |
|
|
2024
Q1 | $17.6M | Buy |
386,887
+23,433
| +6% | +$1.07M | 7.38% | 4 |
|
|
2023
Q4 | $16.7M | Sell |
363,454
-44,150
| -11% | -$2.03M | 7.21% | 4 |
|
|
2023
Q3 | $17.8M | Buy |
407,604
+26,302
| +7% | +$1.15M | 7.67% | 4 |
|
|
2023
Q2 | $17.3M | Buy |
381,302
+118,440
| +45% | +$5.39M | 7.24% | 4 |
|
|
2023
Q1 | $12.1M | Sell |
262,862
-113,419
| -30% | -$5.23M | 5.22% | 4 |
|
|
2022
Q4 | $16.9M | Buy |
376,281
+325,275
| +638% | +$14.6M | 7.8% | 4 |
|
|
2022
Q3 | $2.27M | Buy |
+51,006
| New | +$2.27M | 1.14% | 18 |
|