KWB Wealth’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 | $20.8M | Buy |
451,007
+196,201
| +77% | +$9.04M | 2.53% | 10 |
|
|
2025
Q1 | $11.5M | Sell |
254,806
-76,914
| -23% | -$3.48M | 1.39% | 17 |
|
|
2024
Q4 | $15.6M | Buy |
331,720
+113,195
| +52% | +$5.33M | 1.94% | 12 |
|
|
2024
Q3 | $9.88M | Buy |
218,525
+18,016
| +9% | +$815K | 1.29% | 18 |
|
|
2024
Q2 | $9.14M | Sell |
200,509
-3,237
| -2% | -$148K | 1.26% | 18 |
|
|
2024
Q1 | $9.29M | Buy |
+203,746
| New | +$9.29M | 1.25% | 19 |
|