Legacy Financial Group (Iowa)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
574,665
+28,456
| +5% | +$1.32M | 3.71% | 7 |
|
|
2025
Q1 | $25.2M | Sell |
546,209
-6,930
| -1% | -$319K | 3.87% | 7 |
|
|
2024
Q4 | $25M | Sell |
553,139
-44,658
| -7% | -$2.02M | 4.05% | 6 |
|
|
2024
Q3 | $28.2M | Buy |
597,797
+77,543
| +15% | +$3.65M | 5.42% | 5 |
|
|
2024
Q2 | $23.5M | Buy |
520,254
+563
| +0.1% | +$25.5K | 4.63% | 5 |
|
|
2024
Q1 | $23.7M | Buy |
519,691
+506,463
| +3,829% | +$23.1M | 4.8% | 5 |
|
|
2023
Q4 | $609K | Sell |
13,228
-243,352
| -95% | -$11.2M | 2.76% | 11 |
|
|
2023
Q3 | $11.2M | Buy |
256,580
+31,515
| +14% | +$1.38M | 2.64% | 14 |
|
|
2023
Q2 | $10.2M | Buy |
225,065
+98,235
| +77% | +$4.47M | 2.64% | 16 |
|
|
2023
Q1 | $5.85M | Buy |
126,830
+88,872
| +234% | +$4.1M | 1.6% | 20 |
|
|
2022
Q4 | $1.71M | Buy |
+37,958
| New | +$1.71M | 0.51% | 24 |
|