Kapstone Financial 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
2023 Q4	–	Sell	-5,492	Closed	-$240K	–	100
2023 Q3	$240K	Hold	5,492	–	–	0.22%	78
2023 Q2	$247K	Sell	5,492 -1,356	-20%	-$60.9K	0.2%	80
2023 Q1	$317K	Hold	6,848	–	–	0.29%	70
2022 Q4	$320K	Buy	+6,848	New	+$320K	0.29%	68