Journey Strategic Wealth’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 | $569K | Sell |
12,304
-456
| -4% | -$21.1K | 0.02% | 265 |
|
|
2025
Q1 | $588K | Sell |
12,760
-10,947
| -46% | -$504K | 0.02% | 200 |
|
|
2024
Q4 | $1.07M | Sell |
23,707
-18,183
| -43% | -$822K | 0.04% | 117 |
|
|
2024
Q3 | $1.97M | Buy |
41,890
+35,825
| +591% | +$1.69M | 0.07% | 73 |
|
|
2024
Q2 | $274K | Sell |
6,065
-20,819
| -77% | -$941K | 0.01% | 274 |
|
|
2024
Q1 | $1.23M | Buy |
+26,884
| New | +$1.23M | 0.05% | 65 |
|