Genesis Wealth 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
Q2
$388K Sell
8,383
-1,315
-14% -$60.8K 0.29% 38
2025
Q1
$447K Sell
9,698
-2,998
-24% -$138K 0.36% 33
2024
Q4
$574K Buy
+12,696
New +$574K 0.5% 32