First Heartland Consultants’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 | $4.69M | Buy |
101,388
+15,820
| +18% | +$731K | 0.42% | 62 |
|
|
2025
Q1 | $3.94M | Sell |
85,568
-18,161
| -18% | -$837K | 0.41% | 66 |
|
|
2024
Q4 | $4.69M | Buy |
103,729
+1,065
| +1% | +$48.1K | 0.48% | 54 |
|
|
2024
Q3 | $4.84M | Buy |
102,664
+28,548
| +39% | +$1.35M | 0.52% | 46 |
|
|
2024
Q2 | $3.35K | Buy |
74,116
+7,858
| +12% | +$355 | 0.23% | 73 |
|
|
2024
Q1 | $3.02M | Buy |
66,258
+27,347
| +70% | +$1.25M | 0.31% | 83 |
|
|
2023
Q4 | $1.8M | Sell |
38,911
-1,986
| -5% | -$91.7K | 0.22% | 99 |
|
|
2023
Q3 | $1.79M | Sell |
40,897
-11,788
| -22% | -$515K | 0.23% | 106 |
|
|
2023
Q2 | $2.4M | Buy |
52,685
+4,127
| +8% | +$188K | 0.31% | 81 |
|
|
2023
Q1 | $2.24M | Buy |
48,558
+10,616
| +28% | +$490K | 0.34% | 74 |
|
|
2022
Q4 | $1.7M | Buy |
37,942
+7,787
| +26% | +$350K | 0.27% | 86 |
|
|
2022
Q3 | $1.34K | Sell |
30,155
-1,419
| -4% | -$63 | 0.12% | 102 |
|
|
2022
Q2 | $1.48M | Buy |
+31,574
| New | +$1.48M | 0.23% | 94 |
|
|
2022
Q1 | – | Sell |
-20,453
| Closed | -$1.08K | – | 381 |
|
|
2021
Q4 | $1.08K | Buy |
20,453
+759
| +4% | +$40 | 0.04% | 111 |
|
|
2021
Q3 | $1.05M | Buy |
19,694
+834
| +4% | +$44.4K | 0.16% | 123 |
|
|
2021
Q2 | $1.01M | Buy |
18,860
+4,911
| +35% | +$263K | 0.15% | 134 |
|
|
2021
Q1 | $736K | Buy |
+13,949
| New | +$736K | 0.12% | 149 |
|