Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $5.44M | Buy |
109,013
+52,792
| +94% | +$2.64M | 3.51% | 4 |
|
|
2017
Q4 | $2.86M | Buy |
56,221
+1,959
| +4% | +$99.7K | 1.77% | 19 |
|
|
2017
Q3 | $2.77M | Buy |
54,262
+532
| +1% | +$27.2K | 1.83% | 19 |
|
|
2017
Q2 | $2.74M | Buy |
53,730
+1,763
| +3% | +$89.8K | 1.87% | 17 |
|
|
2017
Q1 | $2.63M | Sell |
51,967
-1,820
| -3% | -$91.9K | 1.91% | 12 |
|
|
2016
Q4 | $2.7M | Sell |
53,787
-9,122
| -15% | -$458K | 2.26% | 15 |
|
|
2016
Q3 | $3.28M | Buy |
62,909
+3,529
| +6% | +$184K | 2.49% | 9 |
|
|
2016
Q2 | $3.09M | Buy |
59,380
+4,826
| +9% | +$251K | 2.55% | 8 |
|
|
2016
Q1 | $2.78M | Sell |
54,554
-11,308
| -17% | -$576K | 2.6% | 8 |
|
|
2015
Q4 | $3.27M | Buy |
+65,862
| New | +$3.27M | 3.11% | 5 |
|