Fulcrum Equity Management’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
$615K Sell
13,311
-3,780
-22% -$175K 0.63% 43
2025
Q1
$788K Sell
17,091
-663
-4% -$30.6K 0.86% 33
2024
Q4
$802K Sell
17,754
-10,361
-37% -$468K 0.79% 42
2024
Q3
$1.32M Buy
28,115
+3,653
+15% +$172K 1.12% 16
2024
Q2
$1.11M Buy
24,462
+17,111
+233% +$774K 0.99% 37
2024
Q1
$335K Buy
7,351
+1,165
+19% +$53.1K 0.4% 82
2023
Q4
$285K Sell
6,186
-42
-0.7% -$1.94K 0.35% 80
2023
Q3
$272K Buy
+6,228
New +$272K 0.32% 79