JFS Wealth Advisors’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 | $30.5K | Sell |
659
-2,207
| -77% | -$102K | ﹤0.01% | 562 |
|
|
2025
Q1 | $132K | Buy |
2,866
+2,372
| +480% | +$109K | 0.01% | 343 |
|
|
2024
Q4 | $22.3K | Sell |
494
-97
| -16% | -$4.38K | ﹤0.01% | 615 |
|
|
2024
Q3 | $27.8K | Buy |
591
+5
| +0.9% | +$235 | ﹤0.01% | 574 |
|
|
2024
Q2 | $26.5K | Sell |
586
-2,026
| -78% | -$91.6K | ﹤0.01% | 539 |
|
|
2024
Q1 | $119K | Buy |
2,612
+3
| +0.1% | +$137 | 0.01% | 296 |
|
|
2023
Q4 | $120K | Buy |
2,609
+181
| +7% | +$8.34K | 0.01% | 278 |
|
|
2023
Q3 | $106K | Buy |
2,428
+318
| +15% | +$13.9K | 0.01% | 272 |
|
|
2023
Q2 | $95.9K | Buy |
+2,110
| New | +$95.9K | 0.01% | 281 |
|
|
2022
Q1 | – | Sell |
-22
| Closed | -$1K | – | 1892 |
|
|
2021
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1414 |
|