LSIA
LaSalle St. Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,908
| Closed | -$520K | – | 132 |
|
|
2023
Q3 | $520K | Sell |
11,908
-182,315
| -94% | -$7.96M | 0.25% | 57 |
|
|
2023
Q2 | $8.83M | Sell |
194,223
-5,175
| -3% | -$235K | 3.92% | 3 |
|
|
2023
Q1 | $9.2M | Buy |
199,398
+89,430
| +81% | +$4.13M | 4.07% | 3 |
|
|
2022
Q4 | $4.94M | Buy |
+109,968
| New | +$4.94M | 2.33% | 4 |
|