LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.4K | Sell |
1,089
-61
| -5% | -$2.82K | 0.13% | 98 |
|
|
2025
Q1 | $53K | Sell |
1,150
-5
| -0.4% | -$230 | 0.16% | 100 |
|
|
2024
Q4 | $52.2K | Sell |
1,155
-266
| -19% | -$12K | 0.12% | 140 |
|
|
2024
Q3 | $67K | Buy |
1,421
+219
| +18% | +$10.3K | 0.17% | 99 |
|
|
2024
Q2 | $54.3K | Sell |
1,202
-26
| -2% | -$1.18K | 0.11% | 153 |
|
|
2024
Q1 | $56K | Buy |
1,228
+1,015
| +477% | +$46.3K | 0.07% | 220 |
|
|
2023
Q4 | $9.83K | Buy |
+213
| New | +$9.83K | 0.01% | 492 |
|
|
2023
Q3 | – | Sell |
-637
| Closed | -$29K | – | 938 |
|
|
2023
Q2 | $29K | Buy |
+637
| New | +$29K | 0.03% | 173 |
|
|
2023
Q1 | – | Sell |
-3,859
| Closed | -$173K | – | 140 |
|
|
2022
Q4 | $173K | Buy |
+3,859
| New | +$173K | 0.2% | 105 |
|