KPWG
KFA Private Wealth Group’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 | $2.48M | Sell |
53,709
-2,020
| -4% | -$93.4K | 0.77% | 25 |
|
|
2025
Q1 | $2.57M | Buy |
55,729
+5,497
| +11% | +$253K | 0.9% | 22 |
|
|
2024
Q4 | $2.27M | Sell |
50,232
-1,828
| -4% | -$82.6K | 0.95% | 24 |
|
|
2024
Q3 | $2.45M | Sell |
52,060
-4,575
| -8% | -$216K | 1.17% | 21 |
|
|
2024
Q2 | $2.56M | Sell |
56,635
-14,059
| -20% | -$636K | 1.33% | 19 |
|
|
2024
Q1 | $3.22M | Buy |
70,694
+10,221
| +17% | +$466K | 1% | 18 |
|
|
2023
Q4 | $2.79M | Buy |
60,473
+8,317
| +16% | +$383K | 1% | 18 |
|
|
2023
Q3 | $2.28M | Sell |
52,156
-35
| -0.1% | -$1.53K | 0.95% | 17 |
|
|
2023
Q2 | $2.37M | Buy |
52,191
+2,320
| +5% | +$105K | 0.98% | 17 |
|
|
2023
Q1 | $2.3M | Buy |
49,871
+1,978
| +4% | +$91.3K | 1.05% | 17 |
|
|
2022
Q4 | $2.15M | Sell |
47,893
-6,248
| -12% | -$281K | 1.1% | 16 |
|
|
2022
Q3 | $2.41M | Sell |
54,141
-4,749
| -8% | -$211K | 1.28% | 17 |
|
|
2022
Q2 | $2.76M | Buy |
58,890
+3,061
| +5% | +$143K | 1.52% | 14 |
|
|
2022
Q1 | $2.77M | Sell |
55,829
-2,104
| -4% | -$104K | 1.39% | 17 |
|
|
2021
Q4 | $3.07M | Sell |
57,933
-472
| -0.8% | -$25K | 1.52% | 15 |
|
|
2021
Q3 | $3.11M | Buy |
58,405
+1,449
| +3% | +$77.1K | 1.7% | 14 |
|
|
2021
Q2 | $3.05M | Buy |
56,956
+2,233
| +4% | +$119K | 1.66% | 14 |
|
|
2021
Q1 | $2.89M | Buy |
54,723
+3,581
| +7% | +$189K | 1.68% | 15 |
|
|
2020
Q4 | $2.79M | Buy |
51,142
+1,750
| +4% | +$95.5K | 1.77% | 16 |
|
|
2020
Q3 | $2.69M | Buy |
49,392
+24,183
| +96% | +$1.32M | 2.01% | 14 |
|
|
2020
Q2 | $1.37M | Buy |
+25,209
| New | +$1.37M | 1.32% | 15 |
|
|
2020
Q1 | – | Sell |
-41,569
| Closed | -$2.17M | – | 53 |
|
|
2019
Q4 | $2.17M | Buy |
+41,569
| New | +$2.17M | 1.99% | 10 |
|