Linscomb Wealth’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 | $1.46M | Buy |
31,474
+961
| +3% | +$44.4K | 0.07% | 153 |
|
|
2025
Q1 | $1.41M | Buy |
30,513
+4,448
| +17% | +$205K | 0.07% | 155 |
|
|
2024
Q4 | $1.18M | Sell |
26,065
-322
| -1% | -$14.6K | 0.06% | 160 |
|
|
2024
Q3 | $1.24M | Buy |
26,387
+10
| +0% | +$471 | 0.06% | 155 |
|
|
2024
Q2 | $1.19M | Buy |
26,377
+3
| +0% | +$136 | 0.06% | 151 |
|
|
2024
Q1 | $1.2M | Sell |
26,374
-281
| -1% | -$12.8K | 0.06% | 150 |
|
|
2023
Q4 | $1.23M | Sell |
26,655
-6,968
| -21% | -$321K | 0.07% | 149 |
|
|
2023
Q3 | $1.47M | Sell |
33,623
-9,164
| -21% | -$401K | 0.09% | 137 |
|
|
2023
Q2 | $1.95M | Sell |
42,787
-5,949
| -12% | -$271K | 0.11% | 130 |
|
|
2023
Q1 | $2.25M | Sell |
48,736
-6,942
| -12% | -$320K | 0.12% | 126 |
|
|
2022
Q4 | $2.5M | Sell |
55,678
-5,099
| -8% | -$229K | 0.13% | 126 |
|
|
2022
Q3 | $2.71M | Sell |
60,777
-24
| -0% | -$1.07K | 0.16% | 108 |
|
|
2022
Q2 | $2.85M | Buy |
60,801
+17,003
| +39% | +$796K | 0.16% | 106 |
|
|
2022
Q1 | $2.17M | Sell |
43,798
-29,548
| -40% | -$1.47M | 0.1% | 128 |
|
|
2021
Q4 | $3.88M | Sell |
73,346
-2,272
| -3% | -$120K | 0.19% | 99 |
|
|
2021
Q3 | $4.03M | Buy |
75,618
+2,017
| +3% | +$107K | 0.21% | 93 |
|
|
2021
Q2 | $3.94M | Buy |
73,601
+5,514
| +8% | +$295K | 0.2% | 95 |
|
|
2021
Q1 | $3.59M | Buy |
68,087
+6,305
| +10% | +$333K | 0.2% | 94 |
|
|
2020
Q4 | $3.37M | Buy |
61,782
+12,756
| +26% | +$696K | 0.2% | 92 |
|
|
2020
Q3 | $2.67M | Buy |
49,026
+3,245
| +7% | +$176K | 0.18% | 96 |
|
|
2020
Q2 | $2.49M | Buy |
45,781
+25,336
| +124% | +$1.38M | 0.18% | 92 |
|
|
2020
Q1 | $1.07M | Buy |
+20,445
| New | +$1.07M | 0.09% | 127 |
|