Investment Advisory Group’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 | $2.6M | Sell |
56,348
-55
| -0.1% | -$2.54K | 0.79% | 34 |
|
|
2025
Q1 | $2.6M | Buy |
56,403
+2,057
| +4% | +$94.8K | 0.87% | 32 |
|
|
2024
Q4 | $2.46M | Buy |
54,346
+400
| +0.7% | +$18.1K | 0.82% | 32 |
|
|
2024
Q3 | $2.54M | Buy |
53,946
+1,800
| +3% | +$84.8K | 0.88% | 29 |
|
|
2024
Q2 | $2.36M | Buy |
52,146
+1,140
| +2% | +$51.6K | 0.91% | 26 |
|
|
2024
Q1 | $2.33M | Buy |
51,006
+1,550
| +3% | +$70.7K | 0.96% | 23 |
|
|
2023
Q4 | $2.28M | Buy |
49,456
+28,280
| +134% | +$1.3M | 1.05% | 23 |
|
|
2023
Q3 | $926K | Buy |
21,176
+765
| +4% | +$33.4K | 0.48% | 49 |
|
|
2023
Q2 | $928K | Buy |
20,411
+150
| +0.7% | +$6.82K | 0.48% | 46 |
|
|
2023
Q1 | $935K | Buy |
20,261
+250
| +1% | +$11.5K | 0.54% | 43 |
|
|
2022
Q4 | $899K | Sell |
20,011
-1,145
| -5% | -$51.4K | 0.55% | 41 |
|
|
2022
Q3 | $941K | Buy |
21,156
+545
| +3% | +$24.2K | 0.65% | 40 |
|
|
2022
Q2 | $964K | Buy |
20,611
+8,790
| +74% | +$411K | 0.66% | 38 |
|
|
2022
Q1 | $588K | Sell |
11,821
-783
| -6% | -$38.9K | 0.36% | 57 |
|
|
2021
Q4 | $640K | Buy |
+12,604
| New | +$640K | 0.41% | 51 |
|