IWP
Insight Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
12,603
+30
| +0.2% | +$1.39K | 0.23% | 64 |
|
|
2025
Q1 | $579K | Buy |
12,573
+136
| +1% | +$6.27K | 0.1% | 61 |
|
|
2024
Q4 | $562K | Buy |
12,437
+963
| +8% | +$43.5K | 0.08% | 60 |
|
|
2024
Q3 | $541K | Buy |
11,474
+2,135
| +23% | +$101K | 0.11% | 61 |
|
|
2024
Q2 | $422K | Sell |
9,339
-310
| -3% | -$14K | 0.07% | 63 |
|
|
2024
Q1 | $440K | Buy |
9,649
+3,003
| +45% | +$137K | 0.08% | 58 |
|
|
2023
Q4 | $306K | Buy |
6,646
+931
| +16% | +$42.9K | 0.05% | 63 |
|
|
2023
Q3 | $250K | Buy |
5,715
+264
| +5% | +$11.5K | 0.05% | 61 |
|
|
2023
Q2 | $248K | Sell |
5,451
-489
| -8% | -$22.2K | 0.06% | 63 |
|
|
2023
Q1 | $274K | Buy |
5,940
+451
| +8% | +$20.8K | 0.06% | 48 |
|
|
2022
Q4 | $247K | Sell |
5,489
-109,415
| -95% | -$4.92M | 0.18% | 47 |
|
|
2022
Q3 | $5.11M | Buy |
114,904
+5,076
| +5% | +$226K | 4.82% | 5 |
|
|
2022
Q2 | $5.14M | Sell |
109,828
-2,485
| -2% | -$116K | 3.86% | 7 |
|
|
2022
Q1 | $5.57M | Sell |
112,313
-69,859
| -38% | -$3.47M | 3.1% | 7 |
|
|
2021
Q4 | $9.64M | Buy |
182,172
+1,303
| +0.7% | +$69K | 1.8% | 7 |
|
|
2021
Q3 | $9.63M | Buy |
180,869
+40,896
| +29% | +$2.18M | 5.16% | 7 |
|
|
2021
Q2 | $7.49M | Sell |
139,973
-3,582
| -2% | -$192K | 3.99% | 7 |
|
|
2021
Q1 | $7.57M | Buy |
+143,555
| New | +$7.57M | 3.73% | 6 |
|