KFS
Kelly Financial Services’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 | $1.47M | Sell |
31,740
-3,783
| -11% | -$175K | 0.43% | 32 |
|
|
2025
Q1 | $1.64M | Sell |
35,523
-1,739
| -5% | -$80.1K | 0.57% | 28 |
|
|
2024
Q4 | $1.69M | Sell |
37,262
-2,560
| -6% | -$116K | 0.61% | 33 |
|
|
2024
Q3 | $1.88M | Buy |
39,822
+4,543
| +13% | +$214K | 0.69% | 28 |
|
|
2024
Q2 | $1.6M | Sell |
35,279
-621
| -2% | -$28.1K | 0.57% | 30 |
|
|
2024
Q1 | $1.64M | Buy |
35,900
+6,083
| +20% | +$277K | 0.63% | 27 |
|
|
2023
Q4 | $1.37M | Sell |
29,817
-5,086
| -15% | -$234K | 0.56% | 28 |
|
|
2023
Q3 | $1.53M | Sell |
34,903
-16,919
| -33% | -$740K | 0.7% | 26 |
|
|
2023
Q2 | $2.36M | Buy |
51,822
+17
| +0% | +$773 | 1.12% | 16 |
|
|
2023
Q1 | $2.39M | Buy |
51,805
+11,797
| +29% | +$544K | 1.21% | 16 |
|
|
2022
Q4 | $1.8M | Buy |
40,008
+6,587
| +20% | +$296K | 0.95% | 19 |
|
|
2022
Q3 | $1.49M | Sell |
33,421
-676
| -2% | -$30.1K | 0.87% | 18 |
|
|
2022
Q2 | $1.6M | Sell |
34,097
-1,357
| -4% | -$63.5K | 0.84% | 20 |
|
|
2022
Q1 | $1.76M | Buy |
35,454
+7,641
| +27% | +$379K | 0.79% | 19 |
|
|
2021
Q4 | $1.47M | Buy |
27,813
+1,005
| +4% | +$53.2K | 0.67% | 18 |
|
|
2021
Q3 | $1.43M | Sell |
26,808
-1,238,946
| -98% | -$66M | 0.8% | 13 |
|
|
2021
Q2 | $23.7M | Buy |
1,265,754
+1,246,308
| +6,409% | +$23.3M | 0.92% | 12 |
|
|
2021
Q1 | $1.03M | Buy |
+19,446
| New | +$1.03M | 0.64% | 15 |
|