HWM
Hohimer Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,670
| Closed | -$252K | – | 190 |
|
|
2022
Q3 | $252K | Sell |
5,670
-2,965
| -34% | -$132K | 0.08% | 154 |
|
|
2022
Q2 | $404K | Sell |
8,635
-10,841
| -56% | -$507K | 0.12% | 151 |
|
|
2022
Q1 | $967K | Buy |
19,476
+9,672
| +99% | +$480K | 0.19% | 125 |
|
|
2021
Q4 | $519K | Buy |
+9,804
| New | +$519K | 0.11% | 144 |
|