FWP
Firethorn Wealth Partners’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 | $3.74M | Sell |
80,793
-10,215
| -11% | -$472K | 1.62% | 15 |
|
|
2025
Q1 | $4.19M | Sell |
91,008
-4,344
| -5% | -$200K | 2% | 12 |
|
|
2024
Q4 | $4.31M | Sell |
95,352
-19,235
| -17% | -$869K | 2.14% | 12 |
|
|
2024
Q3 | $5.4M | Buy |
114,587
+16,377
| +17% | +$772K | 2.74% | 9 |
|
|
2024
Q2 | $4.44M | Sell |
98,210
-6,643
| -6% | -$300K | 2.51% | 9 |
|
|
2024
Q1 | $4.78M | Buy |
104,853
+35,924
| +52% | +$1.64M | 2.82% | 5 |
|
|
2023
Q4 | $3.18M | Sell |
68,929
-15,388
| -18% | -$709K | 2.08% | 11 |
|
|
2023
Q3 | $3.69M | Sell |
84,317
-6,658
| -7% | -$291K | 2.83% | 8 |
|
|
2023
Q2 | $4.14M | Sell |
90,975
-4,819
| -5% | -$219K | 3.09% | 10 |
|
|
2023
Q1 | $4.37M | Buy |
95,794
+11,938
| +14% | +$545K | 3.42% | 9 |
|
|
2022
Q4 | $3.77M | Buy |
83,856
+18,732
| +29% | +$842K | 3.18% | 7 |
|
|
2022
Q3 | $2.9M | Buy |
65,124
+11,649
| +22% | +$518K | 2.69% | 9 |
|
|
2022
Q2 | $2.57M | Sell |
53,475
-17,029
| -24% | -$817K | 2.08% | 10 |
|
|
2022
Q1 | $3.5M | Buy |
70,504
+7,238
| +11% | +$359K | 2.65% | 8 |
|
|
2021
Q4 | $3.35M | Buy |
+63,266
| New | +$3.35M | 2.51% | 8 |
|
|
2021
Q2 | $2.29M | Buy |
42,738
+16,194
| +61% | +$866K | 1.91% | 11 |
|
|
2021
Q1 | $1.4M | Buy |
+26,544
| New | +$1.4M | 1.3% | 16 |
|