Lantern 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
2024
Q4
$261K Sell
5,774
-7
-0.1% -$316 0.17% 108
2024
Q3
$272K Buy
5,781
+1,159
+25% +$54.6K 0.19% 103
2024
Q2
$209K Buy
+4,622
New +$209K 0.15% 122