LA
LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-219,508
| Closed | -$9.92M | – | 308 |
|
|
2024
Q4 | $9.92M | Buy |
219,508
+6,358
| +3% | +$287K | 1.19% | 16 |
|
|
2024
Q3 | $10M | Buy |
213,150
+51,267
| +32% | +$2.42M | 1.28% | 15 |
|
|
2024
Q2 | $7.32M | Buy |
161,883
+1,614
| +1% | +$73K | 1.07% | 14 |
|
|
2024
Q1 | $7.31M | Buy |
160,269
+12,303
| +8% | +$561K | 1.24% | 11 |
|
|
2023
Q4 | $6.82M | Sell |
147,966
-1,460
| -1% | -$67.3K | 1.28% | 10 |
|
|
2023
Q3 | $6.53M | Buy |
149,426
+4,182
| +3% | +$183K | 1.35% | 10 |
|
|
2023
Q2 | $6.6M | Buy |
145,244
+2,178
| +2% | +$99K | 1.27% | 10 |
|
|
2023
Q1 | $6.6M | Buy |
143,066
+29,859
| +26% | +$1.38M | 1.29% | 10 |
|
|
2022
Q4 | $5.09M | Buy |
+113,207
| New | +$5.09M | 1.03% | 18 |
|