Fortis Capital 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
Q1 | – | Sell |
-5,032
| Closed | -$235K | – | 276 |
|
|
2024
Q4 | $235K | Buy |
5,032
+214
| +4% | +$9.98K | 0.08% | 158 |
|
|
2024
Q3 | $227K | Buy |
+4,818
| New | +$227K | 0.08% | 162 |
|
|
2023
Q2 | – | Sell |
-5,334
| Closed | -$246K | – | 368 |
|
|
2023
Q1 | $246K | Buy |
5,334
+2,150
| +68% | +$99.2K | 0.13% | 94 |
|
|
2022
Q4 | $143K | Buy |
+3,184
| New | +$143K | 0.09% | 152 |
|