LifePlan Financial Group’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
2020
Q3
$169K Hold
3,102
0.07% 144
2020
Q2
$169K Hold
3,102
0.08% 138
2020
Q1
$163K Sell
3,102
-153
-5% -$8.04K 0.09% 130
2019
Q4
$170K Hold
3,255
0.08% 142
2019
Q3
$171K Hold
3,255
0.08% 137
2019
Q2
$168K Hold
3,255
0.08% 137
2019
Q1
$165K Sell
3,255
-221
-6% -$11.2K 0.09% 143
2018
Q4
$171K Hold
3,476
0.11% 134
2018
Q3
$171K Buy
3,476
+101
+3% +$4.97K 0.09% 135
2018
Q2
$167K Sell
3,375
-101
-3% -$5K 0.09% 134
2018
Q1
$174K Buy
+3,476
New +$174K 0.1% 120