Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $474K | Buy |
10,487
+990
| +10% | +$44.8K | 0.26% | 79 |
|
|
2024
Q1 | $433K | Sell |
9,497
-788
| -8% | -$35.9K | 0.22% | 96 |
|
|
2023
Q4 | $474K | Buy |
+10,285
| New | +$474K | 0.26% | 84 |
|
|
2022
Q4 | $400K | Buy |
8,900
+4,622
| +108% | +$208K | 0.06% | 254 |
|
|
2022
Q3 | $190K | Buy |
4,278
+437
| +11% | +$19.4K | 0.06% | 235 |
|
|
2022
Q2 | $180K | Buy |
3,841
+528
| +16% | +$24.7K | 0.06% | 259 |
|
|
2022
Q1 | $164K | Buy |
+3,313
| New | +$164K | 0.04% | 305 |
|
|
2021
Q3 | $138K | Buy |
2,590
+1,851
| +250% | +$98.6K | 0.05% | 278 |
|
|
2021
Q2 | $40K | Buy |
+739
| New | +$40K | 0.02% | 486 |
|