IFP Advisors’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 | $7M | Buy |
151,518
+12,173
| +9% | +$563K | 0.2% | 103 |
|
|
2025
Q1 | $6.42M | Buy |
139,345
+12,389
| +10% | +$571K | 0.2% | 106 |
|
|
2024
Q4 | $5.74M | Buy |
126,956
+10,088
| +9% | +$456K | 0.19% | 113 |
|
|
2024
Q3 | $5.51M | Buy |
116,868
+15,703
| +16% | +$740K | 0.2% | 110 |
|
|
2024
Q2 | $4.57M | Buy |
101,165
+5,792
| +6% | +$262K | 0.18% | 120 |
|
|
2024
Q1 | $4.35M | Buy |
95,373
+21,831
| +30% | +$995K | 0.19% | 113 |
|
|
2023
Q4 | $3.39M | Sell |
73,542
-4,744
| -6% | -$219K | 0.16% | 141 |
|
|
2023
Q3 | $3.42M | Sell |
78,286
-13,560
| -15% | -$593K | 0.15% | 126 |
|
|
2023
Q2 | $4.18M | Sell |
91,846
-254
| -0.3% | -$11.5K | 0.17% | 117 |
|
|
2023
Q1 | $4.54M | Buy |
92,100
+4,964
| +6% | +$245K | 0.2% | 101 |
|
|
2022
Q4 | $4.3M | Sell |
87,136
-18,434
| -17% | -$910K | 0.11% | 173 |
|
|
2022
Q3 | $5.3M | Buy |
105,570
+1,348
| +1% | +$67.7K | 0.14% | 153 |
|
|
2022
Q2 | $5.14M | Hold |
104,222
| – | – | 0.16% | 134 |
|
|
2022
Q1 | $5.14M | Buy |
104,222
+56,592
| +119% | +$2.79M | 0.16% | 134 |
|
|
2021
Q4 | $2.53M | Buy |
47,630
+3,346
| +8% | +$178K | 0.05% | 206 |
|
|
2021
Q3 | $2.37M | Buy |
44,284
+2,978
| +7% | +$159K | 0.05% | 216 |
|
|
2021
Q2 | $2.21M | Buy |
41,306
+10,292
| +33% | +$551K | 0.05% | 224 |
|
|
2021
Q1 | $1.63M | Buy |
31,014
+26,739
| +625% | +$1.41M | 0.03% | 266 |
|
|
2020
Q4 | $233K | Sell |
4,275
-241
| -5% | -$13.1K | 0.01% | 741 |
|
|
2020
Q3 | $248K | Buy |
4,516
+384
| +9% | +$21.1K | 0.01% | 631 |
|
|
2020
Q2 | $226K | Buy |
4,132
+1,219
| +42% | +$66.7K | 0.02% | 618 |
|
|
2020
Q1 | $148K | Buy |
2,913
+1,900
| +188% | +$96.5K | 0.01% | 679 |
|
|
2019
Q4 | $52K | Sell |
1,013
-244
| -19% | -$12.5K | ﹤0.01% | 1234 |
|
|
2019
Q3 | $65K | Buy |
+1,257
| New | +$65K | ﹤0.01% | 1249 |
|
|
2019
Q1 | $16K | Sell |
310
-1,927
| -86% | -$99.5K | ﹤0.01% | 1425 |
|
|
2018
Q4 | $110K | Sell |
2,237
-2,265
| -50% | -$111K | 0.01% | 1143 |
|
|
2018
Q3 | $221K | Buy |
4,502
+334
| +8% | +$16.4K | 0.01% | 1019 |
|
|
2018
Q2 | $206K | Buy |
4,168
+241
| +6% | +$11.9K | 0.01% | 1041 |
|
|
2018
Q1 | $200K | Hold |
3,927
| – | – | 0.01% | 992 |
|
|
2017
Q4 | $200K | Sell |
3,927
-759
| -16% | -$38.7K | 0.01% | 991 |
|
|
2017
Q3 | $239K | Buy |
4,686
+1,861
| +66% | +$94.9K | 0.01% | 1035 |
|
|
2017
Q2 | $144K | Buy |
2,825
+1,577
| +126% | +$80.4K | 0.01% | 1306 |
|
|
2017
Q1 | $63K | Sell |
1,248
-118
| -9% | -$5.96K | ﹤0.01% | 1774 |
|
|
2016
Q4 | $69K | Sell |
1,366
-411
| -23% | -$20.8K | ﹤0.01% | 1675 |
|
|
2016
Q3 | $93K | Sell |
1,777
-213
| -11% | -$11.1K | ﹤0.01% | 1406 |
|
|
2016
Q2 | $104K | Buy |
1,990
+1,370
| +221% | +$71.6K | 0.01% | 1316 |
|
|
2016
Q1 | $16K | Buy |
+620
| New | +$16K | ﹤0.01% | 1425 |
|