Independent Wealth Network’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
Q4
Sell
-6,318
Closed -$298K 244
2024
Q3
$298K Sell
6,318
-427
-6% -$20.1K 0.13% 171
2024
Q2
$305K Sell
6,745
-539
-7% -$24.4K 0.14% 165
2024
Q1
$332K Buy
7,284
+276
+4% +$12.6K 0.16% 157
2023
Q4
$323K Buy
7,008
+175
+3% +$8.06K 0.17% 143
2023
Q3
$299K Sell
6,833
-224
-3% -$9.79K 0.18% 137
2023
Q2
$321K Buy
+7,057
New +$321K 0.19% 137