Lineweaver Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,519	Closed	-$254K	–	129
2023 Q4	$254K	Sell	5,519 -2,406	-30%	-$106K	0.07%	118
2023 Q3	$346K	Sell	7,925 -5,523	-41%	-$247K	0.1%	111
2023 Q2	$612K	Sell	13,448 -6,597	-33%	-$302K	0.17%	82
2023 Q1	$925K	Sell	20,045 -324,087	-94%	-$14.8M	0.29%	67
2022 Q4	$15.5M	Sell	344,132 -4,889	-1%	-$219K	4.69%	4
2022 Q3	$15.5M	Buy	349,021 +1,631	+0.5%	+$76.1K	5.04%	4
2022 Q2	$16.3M	Buy	347,390 +39,945	+13%	+$1.9M	5.37%	4
2022 Q1	$15.3M	Buy	307,445 +4,115	+1%	+$210K	4.36%	4
2021 Q4	$16.1M	Buy	303,330 +75,860	+33%	+$4.02M	4.63%	4
2021 Q3	$12.1M	Buy	227,470 +10,508	+5%	+$564K	3.69%	9
2021 Q2	$11.6M	Sell	216,962 -10,410	-5%	-$553K	3.81%	7
2021 Q1	$12M	Buy	+227,372	New	+$12.2M	4.25%	7