LWA
Lineweaver Wealth Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,519
| Closed | -$254K | – | 128 |
|
|
2023
Q4 | $254K | Sell |
5,519
-2,406
| -30% | -$111K | 0.07% | 118 |
|
|
2023
Q3 | $346K | Sell |
7,925
-5,523
| -41% | -$241K | 0.1% | 111 |
|
|
2023
Q2 | $612K | Sell |
13,448
-6,597
| -33% | -$300K | 0.17% | 82 |
|
|
2023
Q1 | $925K | Sell |
20,045
-324,087
| -94% | -$15M | 0.28% | 67 |
|
|
2022
Q4 | $15.5M | Sell |
344,132
-4,889
| -1% | -$220K | 4.69% | 4 |
|
|
2022
Q3 | $15.5M | Buy |
349,021
+1,631
| +0.5% | +$72.6K | 5.04% | 4 |
|
|
2022
Q2 | $16.3M | Buy |
347,390
+39,945
| +13% | +$1.87M | 5.37% | 4 |
|
|
2022
Q1 | $15.3M | Buy |
307,445
+4,115
| +1% | +$204K | 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% | +$559K | 3.69% | 9 |
|
|
2021
Q2 | $11.6M | Sell |
216,962
-10,410
| -5% | -$557K | 3.81% | 7 |
|
|
2021
Q1 | $12M | Buy |
+227,372
| New | +$12M | 4.25% | 7 |
|