HWA
HHM Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,788
| Closed | -$267K | – | 826 |
|
|
2023
Q1 | $267K | Buy |
+5,788
| New | +$267K | 0.05% | 109 |
|
|
2022
Q1 | – | Sell |
-307
| Closed | -$16K | – | 725 |
|
|
2021
Q4 | $16K | Hold |
307
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $16K | Buy |
+307
| New | +$16K | ﹤0.01% | 439 |
|