Lifelong Wealth 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
$3.76M Sell
81,412
-11,640
-13% -$538K 1.25% 15
2025
Q1
$4.29M Sell
93,052
-313
-0.3% -$14.4K 2.01% 8
2024
Q4
$4.22M Buy
+93,365
New +$4.22M 1.9% 8