KWM
Kingsview 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 | $764K | Sell |
16,535
-3,534
| -18% | -$163K | 0.01% | 650 |
|
|
2025
Q1 | $925K | Sell |
20,069
-4,775
| -19% | -$220K | 0.02% | 563 |
|
|
2024
Q4 | $1.12M | Buy |
24,844
+9,986
| +67% | +$451K | 0.02% | 516 |
|
|
2024
Q3 | $700K | Buy |
14,858
+8,094
| +120% | +$381K | 0.01% | 618 |
|
|
2024
Q2 | $306K | Buy |
6,764
+1,579
| +30% | +$71.4K | 0.01% | 828 |
|
|
2024
Q1 | $236K | Sell |
5,185
-921
| -15% | -$42K | 0.01% | 911 |
|
|
2023
Q4 | $281K | Sell |
6,106
-7,775
| -56% | -$358K | 0.01% | 789 |
|
|
2023
Q3 | $607K | Buy |
13,881
+5,285
| +61% | +$231K | 0.02% | 563 |
|
|
2023
Q2 | $391K | Buy |
8,596
+1,467
| +21% | +$66.7K | 0.02% | 657 |
|
|
2023
Q1 | $329K | Sell |
7,129
-1,772
| -20% | -$81.8K | 0.01% | 684 |
|
|
2022
Q4 | $400K | Buy |
8,901
+956
| +12% | +$43K | 0.02% | 576 |
|
|
2022
Q3 | $354K | Buy |
7,945
+330
| +4% | +$14.7K | 0.02% | 593 |
|
|
2022
Q2 | $357K | Buy |
+7,615
| New | +$357K | 0.02% | 608 |
|
|
2022
Q1 | – | Sell |
-4,388
| Closed | -$232K | – | 904 |
|
|
2021
Q4 | $232K | Buy |
+4,388
| New | +$232K | 0.01% | 806 |
|
|
2021
Q3 | – | Sell |
-9,972
| Closed | -$533K | – | 877 |
|
|
2021
Q2 | $533K | Sell |
9,972
-1,517
| -13% | -$81.1K | 0.03% | 542 |
|
|
2021
Q1 | $607K | Sell |
11,489
-12,903
| -53% | -$682K | 0.03% | 465 |
|
|
2020
Q4 | $1.33M | Sell |
24,392
-4,834
| -17% | -$264K | 0.1% | 217 |
|
|
2020
Q3 | $1.59M | Buy |
29,226
+278
| +1% | +$15.1K | 0.14% | 158 |
|
|
2020
Q2 | $1.57M | Buy |
28,948
+2,092
| +8% | +$114K | 0.16% | 149 |
|
|
2020
Q1 | $1.41M | Buy |
26,856
+1,710
| +7% | +$89.8K | 0.19% | 137 |
|
|
2019
Q4 | $1.31M | Buy |
25,146
+2,739
| +12% | +$143K | 0.16% | 160 |
|
|
2019
Q3 | $1.17M | Buy |
22,407
+2,701
| +14% | +$142K | 0.18% | 149 |
|
|
2019
Q2 | $1.02M | Buy |
+19,706
| New | +$1.02M | 0.17% | 152 |
|
|
2019
Q1 | – | Sell |
-4,212
| Closed | -$207K | – | 455 |
|
|
2018
Q4 | $207K | Buy |
4,212
+111
| +3% | +$5.46K | 0.05% | 333 |
|
|
2018
Q3 | $202K | Buy |
+4,101
| New | +$202K | 0.04% | 341 |
|