Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $230K | Buy |
+4,874
| New | +$230K | 0.04% | 181 |
|
|
2023
Q3 | – | Sell |
-10,889
| Closed | -$495K | – | 161 |
|
|
2023
Q2 | $495K | Sell |
10,889
-8,225
| -43% | -$374K | 0.13% | 84 |
|
|
2023
Q1 | $882K | Buy |
19,114
+119
| +0.6% | +$5.49K | 0.25% | 55 |
|
|
2022
Q4 | $853K | Buy |
18,995
+4,402
| +30% | +$198K | 0.25% | 53 |
|
|
2022
Q3 | $649K | Sell |
14,593
-1,100
| -7% | -$48.9K | 0.22% | 59 |
|
|
2022
Q2 | $735K | Buy |
15,693
+6,795
| +76% | +$318K | 0.24% | 48 |
|
|
2022
Q1 | $442K | Buy |
+8,898
| New | +$442K | 0.13% | 68 |
|