Golden State Wealth 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 | $549K | Sell |
11,882
-497
| -4% | -$23K | 0.07% | 213 |
|
|
2025
Q1 | $570K | Sell |
12,379
-1,320
| -10% | -$60.8K | 0.08% | 185 |
|
|
2024
Q4 | $619K | Buy |
+13,699
| New | +$619K | 0.09% | 173 |
|
|
2022
Q1 | $935K | Sell |
18,841
-1,756
| -9% | -$87.1K | 0.18% | 112 |
|
|
2021
Q4 | $1.09M | Buy |
20,597
+7,804
| +61% | +$413K | 0.19% | 115 |
|
|
2021
Q3 | $681K | Buy |
12,793
+1,070
| +9% | +$57K | 0.15% | 136 |
|
|
2021
Q2 | $627K | Buy |
11,723
+4,689
| +67% | +$251K | 0.14% | 141 |
|
|
2021
Q1 | $371K | Buy |
7,034
+3,248
| +86% | +$171K | 0.12% | 126 |
|
|
2020
Q4 | $207K | Buy |
+3,786
| New | +$207K | 0.06% | 230 |
|
|
2019
Q4 | – | Sell |
-4,699
| Closed | -$246K | – | 486 |
|
|
2019
Q3 | $246K | Hold |
4,699
| – | – | 0.08% | 180 |
|
|
2019
Q2 | $242K | Buy |
4,699
+4,418
| +1,572% | +$228K | 0.08% | 198 |
|
|
2019
Q1 | $14K | Buy |
+281
| New | +$14K | ﹤0.01% | 702 |
|