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Holistic Planning’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Holistic Planning’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Buy
5,633
+443
+9% +$20.5K 0.07% 186
2025
Q1 		$239K Sell
5,190
-309
-6% -$14.2K 0.08% 163
2024
Q4 		$249K Buy
+5,499
New +$249K 0.09% 147