HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,533
| Closed | -$84K | – | 211 |
|
|
2020
Q4 | $84K | Buy |
+1,533
| New | +$84K | 0.02% | 192 |
|
|
2018
Q3 | – | Sell |
-4,625
| Closed | -$228K | – | 166 |
|
|
2018
Q2 | $228K | Hold |
4,625
| – | – | 0.07% | 148 |
|
|
2018
Q1 | $231K | Hold |
4,625
| – | – | 0.08% | 151 |
|
|
2017
Q4 | $235K | Sell |
4,625
-25
| -0.5% | -$1.27K | 0.08% | 151 |
|
|
2017
Q3 | $237K | Buy |
+4,650
| New | +$237K | 0.1% | 139 |
|