FIA
Foundations Investment Advisors’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 | $154M | Buy |
3,325,866
+290,902
| +10% | +$13.4M | 2.43% | 4 |
|
|
2025
Q1 | $140M | Buy |
3,034,964
+193,257
| +7% | +$8.91M | 2.58% | 4 |
|
|
2024
Q4 | $128M | Sell |
2,841,707
-232,887
| -8% | -$10.5M | 2.48% | 3 |
|
|
2024
Q3 | $145M | Buy |
3,074,594
+953,717
| +45% | +$44.9M | 3.04% | 1 |
|
|
2024
Q2 | $95.9M | Sell |
2,120,877
-103,593
| -5% | -$4.68M | 2.33% | 8 |
|
|
2024
Q1 | $101M | Buy |
2,224,470
+23,381
| +1% | +$1.07M | 2.66% | 6 |
|
|
2023
Q4 | $102M | Buy |
2,201,089
+302,234
| +16% | +$13.9M | 2.73% | 5 |
|
|
2023
Q3 | $83M | Sell |
1,898,855
-166,340
| -8% | -$7.27M | 2.56% | 5 |
|
|
2023
Q2 | $93.9M | Buy |
2,065,195
+731,859
| +55% | +$33.3M | 3.11% | 6 |
|
|
2023
Q1 | $61.5M | Buy |
1,333,336
+310,421
| +30% | +$14.3M | 2.2% | 10 |
|
|
2022
Q4 | $46M | Buy |
1,022,915
+272,159
| +36% | +$12.2M | 1.83% | 9 |
|
|
2022
Q3 | $33.4M | Buy |
750,756
+185,518
| +33% | +$8.26M | 1.46% | 10 |
|
|
2022
Q2 | $26.5M | Buy |
565,238
+165,910
| +42% | +$7.78M | 1.11% | 13 |
|
|
2022
Q1 | $19.2M | Buy |
399,328
+173,696
| +77% | +$8.37M | 0.74% | 14 |
|
|
2021
Q4 | $11.8M | Sell |
225,632
-6,429
| -3% | -$336K | 0.44% | 21 |
|
|
2021
Q3 | $12.3M | Buy |
232,061
+47,384
| +26% | +$2.52M | 0.54% | 20 |
|
|
2021
Q2 | $9.91M | Buy |
184,677
+58,913
| +47% | +$3.16M | 0.48% | 29 |
|
|
2021
Q1 | $6.65M | Buy |
+125,764
| New | +$6.65M | 0.38% | 30 |
|