Founders Financial Alliance’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 | $217K | Buy |
4,692
+979
| +26% | +$45.3K | 0.05% | 302 |
|
|
2025
Q1 | $171K | Sell |
3,713
-875
| -19% | -$40.3K | 0.04% | 353 |
|
|
2024
Q4 | $207K | Buy |
4,588
+13
| +0.3% | +$588 | 0.06% | 267 |
|
|
2024
Q3 | $216K | Buy |
4,575
+206
| +5% | +$9.71K | 0.06% | 274 |
|
|
2024
Q2 | $198K | Sell |
4,369
-37
| -0.8% | -$1.67K | 0.06% | 268 |
|
|
2024
Q1 | $201K | Sell |
4,406
-694
| -14% | -$31.6K | 0.06% | 265 |
|
|
2023
Q4 | $235K | Sell |
5,100
-11
| -0.2% | -$507 | 0.09% | 218 |
|
|
2023
Q3 | $223K | Sell |
5,111
-1,770
| -26% | -$77.4K | 0.1% | 205 |
|
|
2023
Q2 | $313K | Buy |
6,881
+1,736
| +34% | +$78.9K | 0.12% | 178 |
|
|
2023
Q1 | $237K | Sell |
5,145
-101
| -2% | -$4.66K | 0.12% | 182 |
|
|
2022
Q4 | $236K | Buy |
5,246
+363
| +7% | +$16.3K | 0.11% | 197 |
|
|
2022
Q3 | $217K | Sell |
4,883
-235
| -5% | -$10.4K | 0.11% | 195 |
|
|
2022
Q2 | $240K | Sell |
5,118
-245
| -5% | -$11.5K | 0.12% | 181 |
|
|
2022
Q1 | $266K | Buy |
5,363
+70
| +1% | +$3.47K | 0.12% | 169 |
|
|
2021
Q4 | $280K | Buy |
5,293
+616
| +13% | +$32.6K | 0.11% | 192 |
|
|
2021
Q3 | $249K | Buy |
4,677
+1,394
| +42% | +$74.2K | 0.12% | 185 |
|
|
2021
Q2 | $174K | Buy |
3,283
+185
| +6% | +$9.81K | 0.08% | 249 |
|
|
2021
Q1 | $162K | Buy |
3,098
+1,547
| +100% | +$80.9K | 0.08% | 237 |
|
|
2020
Q4 | $86K | Hold |
1,551
| – | – | 0.05% | 257 |
|
|
2020
Q3 | $85K | Buy |
+1,551
| New | +$85K | 0.05% | 290 |
|