Life Planning Partners’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 | $4M | Sell |
86,460
-6,372
| -7% | -$295K | 3.18% | 8 |
|
|
2025
Q1 | $4.28M | Sell |
92,832
-4,091
| -4% | -$189K | 3.87% | 7 |
|
|
2024
Q4 | $4.38M | Sell |
96,923
-1,460
| -1% | -$66K | 4.05% | 5 |
|
|
2024
Q3 | $4.64M | Buy |
98,383
+2,361
| +2% | +$111K | 4.14% | 6 |
|
|
2024
Q2 | $4.34M | Sell |
96,022
-5,476
| -5% | -$248K | 3.94% | 6 |
|
|
2024
Q1 | $4.63M | Sell |
101,498
-2,841
| -3% | -$130K | 4.61% | 5 |
|
|
2023
Q4 | $4.81M | Buy |
+104,339
| New | +$4.81M | 4.73% | 5 |
|
|
2022
Q3 | $4.99M | Sell |
112,031
-1,863
| -2% | -$82.9K | 5.71% | 5 |
|
|
2022
Q2 | $5.33M | Sell |
113,894
-596
| -0.5% | -$27.9K | 5.99% | 4 |
|
|
2022
Q1 | $5.68M | Buy |
114,490
+1,980
| +2% | +$98.2K | 5.78% | 4 |
|
|
2021
Q4 | $5.99M | Buy |
+112,510
| New | +$5.99M | 6.03% | 3 |
|