Leonard Rickey Investment Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.7M | Sell |
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|
2025
Q2 | $6.08M | Sell |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $10.5M | Sell |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $1.9M | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $398K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $773K | Sell |
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|
2021
Q3 | $788K | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $832K | Sell |
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|
2020
Q2 | $832K | Sell |
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|
2020
Q1 | $814K | Buy |
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