Institutional & Family Asset Management’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
Q2 | $2.33M | Sell |
51,629
-564
| -1% | -$25.5K | 0.36% | 79 |
|
|
2024
Q1 | $2.38M | Buy |
52,193
+3,010
| +6% | +$137K | 0.38% | 73 |
|
|
2023
Q4 | $2.27M | Buy |
49,183
+54
| +0.1% | +$2.49K | 0.37% | 68 |
|
|
2023
Q3 | $2.15M | Buy |
49,129
+762
| +2% | +$33.3K | 0.35% | 70 |
|
|
2023
Q2 | $2.2M | Sell |
48,367
-2,773
| -5% | -$126K | 0.36% | 70 |
|
|
2023
Q1 | $2.36M | Buy |
51,140
+21,611
| +73% | +$997K | 0.39% | 68 |
|
|
2022
Q4 | $1.33M | Sell |
29,529
-873
| -3% | -$39.2K | 0.22% | 80 |
|
|
2022
Q3 | $1.35M | Sell |
30,402
-2,532
| -8% | -$113K | 0.24% | 75 |
|
|
2022
Q2 | $1.54M | Sell |
32,934
-618
| -2% | -$28.9K | 0.27% | 72 |
|
|
2022
Q1 | $1.67M | Buy |
33,552
+97
| +0.3% | +$4.81K | 0.26% | 76 |
|
|
2021
Q4 | $1.77M | Sell |
33,455
-1,052
| -3% | -$55.7K | 0.28% | 77 |
|
|
2021
Q3 | $1.84M | Sell |
34,507
-1,017
| -3% | -$54.1K | 0.29% | 75 |
|
|
2021
Q2 | $1.9M | Sell |
35,524
-832
| -2% | -$44.5K | 0.31% | 75 |
|
|
2021
Q1 | $1.92M | Sell |
36,356
-27,077
| -43% | -$1.43M | 0.37% | 70 |
|
|
2020
Q4 | $3.46M | Buy |
63,433
+1,393
| +2% | +$76K | 0.73% | 32 |
|
|
2020
Q3 | $3.37M | Sell |
62,040
-2,158
| -3% | -$117K | 0.79% | 32 |
|
|
2020
Q2 | $3.49M | Buy |
64,198
+1,956
| +3% | +$106K | 0.72% | 39 |
|
|
2020
Q1 | $3.27M | Sell |
62,242
-287
| -0.5% | -$15.1K | 0.75% | 35 |
|
|
2019
Q4 | $3.26M | Sell |
62,529
-3,167
| -5% | -$165K | 0.69% | 50 |
|
|
2019
Q3 | $3.44M | Buy |
65,696
+11,705
| +22% | +$613K | 0.76% | 45 |
|
|
2019
Q2 | $2.79M | Buy |
53,991
+5,318
| +11% | +$275K | 0.6% | 66 |
|
|
2019
Q1 | $2.46M | Sell |
48,673
-29
| -0.1% | -$1.47K | 0.52% | 72 |
|
|
2018
Q4 | $2.4M | Sell |
48,702
-3,664
| -7% | -$180K | 0.54% | 71 |
|
|
2018
Q3 | $2.57M | Buy |
52,366
+2,704
| +5% | +$133K | 0.51% | 71 |
|
|
2018
Q2 | $2.45M | Buy |
49,662
+10,188
| +26% | +$503K | 0.51% | 70 |
|
|
2018
Q1 | $1.97M | Buy |
+39,474
| New | +$1.97M | 0.42% | 71 |
|