Kingswood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
26,844
-5,595
| -17% | -$259K | 0.1% | 223 |
|
|
2025
Q1 | $1.49M | Buy |
32,439
+1,595
| +5% | +$73.5K | 0.14% | 176 |
|
|
2024
Q4 | $1.39M | Sell |
30,844
-2,168
| -7% | -$98K | 0.1% | 206 |
|
|
2024
Q3 | $1.56M | Buy |
33,012
+11,748
| +55% | +$554K | 0.11% | 211 |
|
|
2024
Q2 | $962K | Buy |
21,264
+9,095
| +75% | +$411K | 0.09% | 245 |
|
|
2024
Q1 | $555K | Buy |
12,169
+480
| +4% | +$21.9K | 0.06% | 324 |
|
|
2023
Q4 | $539K | Buy |
11,689
+1,876
| +19% | +$86.4K | 0.06% | 332 |
|
|
2023
Q3 | $429K | Buy |
+9,813
| New | +$429K | 0.07% | 278 |
|