KWM
Keebeck Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
37,322
-100,484
| -73% | -$4.65M | 0.23% | 109 |
|
|
2025
Q1 | $6.35M | Buy |
137,806
+44,168
| +47% | +$2.04M | 0.94% | 22 |
|
|
2024
Q4 | $4.23M | Sell |
93,638
-7,463
| -7% | -$337K | 0.61% | 48 |
|
|
2024
Q3 | $4.76M | Buy |
101,101
+30,106
| +42% | +$1.42M | 0.69% | 43 |
|
|
2024
Q2 | $3.21M | Buy |
70,995
+486
| +0.7% | +$22K | 0.47% | 64 |
|
|
2024
Q1 | $3.21M | Buy |
70,509
+24,963
| +55% | +$1.14M | 0.47% | 61 |
|
|
2023
Q4 | $2.1M | Sell |
45,546
-7,348
| -14% | -$339K | 0.35% | 78 |
|
|
2023
Q3 | $2.31M | Sell |
52,894
-130
| -0.2% | -$5.68K | 0.4% | 69 |
|
|
2023
Q2 | $2.41M | Sell |
53,024
-786
| -1% | -$35.7K | 0.33% | 73 |
|
|
2023
Q1 | $2.48M | Buy |
53,810
+14,000
| +35% | +$646K | 0.4% | 66 |
|
|
2022
Q4 | $1.79M | Buy |
39,810
+7,936
| +25% | +$357K | 0.31% | 77 |
|
|
2022
Q3 | $1.42M | Buy |
31,874
+5,063
| +19% | +$225K | 0.27% | 86 |
|
|
2022
Q2 | $1.26M | Buy |
26,811
+10,356
| +63% | +$485K | 0.24% | 95 |
|
|
2022
Q1 | $817K | Buy |
+16,455
| New | +$817K | 0.14% | 125 |
|