Jaffetilchin Investment Partners’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 |
-1,826
| Closed | -$86K | – | 825 |
|
|
2024
Q3 | $86K | Buy |
+1,826
| New | +$86K | 0.01% | 484 |
|
|
2022
Q3 | – | Sell |
-4,362
| Closed | -$204K | – | 324 |
|
|
2022
Q2 | $204K | Sell |
4,362
-4,541
| -51% | -$212K | 0.02% | 300 |
|
|
2022
Q1 | $423K | Sell |
8,903
-31
| -0.3% | -$1.47K | 0.05% | 212 |
|
|
2021
Q4 | $473K | Buy |
8,934
+48
| +0.5% | +$2.54K | 0.04% | 225 |
|
|
2021
Q3 | $473K | Sell |
8,886
-8,261
| -48% | -$440K | 0.05% | 209 |
|
|
2021
Q2 | $926K | Buy |
17,147
+9,037
| +111% | +$488K | 0.06% | 179 |
|
|
2021
Q1 | $428K | Sell |
8,110
-563
| -6% | -$29.7K | 0.05% | 217 |
|
|
2020
Q4 | $473K | Buy |
8,673
+80
| +0.9% | +$4.36K | 0.07% | 168 |
|
|
2020
Q3 | $467K | Buy |
8,593
+256
| +3% | +$13.9K | 0.09% | 124 |
|
|
2020
Q2 | $453K | Buy |
8,337
+2,403
| +40% | +$131K | 0.1% | 124 |
|
|
2020
Q1 | $312K | Buy |
5,934
+29
| +0.5% | +$1.53K | 0.11% | 116 |
|
|
2019
Q4 | $308K | Buy |
+5,905
| New | +$308K | 0.07% | 167 |
|