Heritage Family Offices’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	$1.04M	Hold	22,568	–	–	0.52%	45
2025 Q1	$1.04M	Buy	22,568 +2,681	+13%	+$124K	0.53%	44
2024 Q4	$899K	Buy	19,887 +5,825	+41%	+$263K	0.45%	50
2024 Q3	$663K	Buy	14,062 +3,575	+34%	+$168K	0.34%	65
2024 Q2	$474K	Buy	+10,487	New	+$474K	0.26%	79