LifePlan Investment 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 | $5.04M | Buy |
109,099
+2,043
| +2% | +$94.4K | 2.5% | 8 |
|
|
2025
Q1 | $4.93M | Buy |
107,056
+14,165
| +15% | +$653K | 2.84% | 5 |
|
|
2024
Q4 | $4.2M | Sell |
92,891
-4,053
| -4% | -$183K | 2.6% | 9 |
|
|
2024
Q3 | $4.57M | Buy |
96,944
+14,224
| +17% | +$670K | 2.92% | 8 |
|
|
2024
Q2 | $3.74M | Buy |
82,720
+7,521
| +10% | +$340K | 2.7% | 8 |
|
|
2024
Q1 | $3.43M | Buy |
75,199
+20,084
| +36% | +$916K | 2.73% | 11 |
|
|
2023
Q4 | $2.54M | Buy |
55,115
+2,673
| +5% | +$123K | 2.32% | 18 |
|
|
2023
Q3 | $2.29M | Buy |
52,442
+7,274
| +16% | +$318K | 2.44% | 17 |
|
|
2023
Q2 | $2.05M | Buy |
+45,168
| New | +$2.05M | 2.3% | 19 |
|