Madison Wealth Partners’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 | $201K | Sell |
4,356
-222
| -5% | -$10.3K | 0.04% | 167 |
|
|
2025
Q1 | $211K | Sell |
4,578
-451
| -9% | -$20.8K | 0.05% | 149 |
|
|
2024
Q4 | $227K | Buy |
5,029
+450
| +10% | +$20.3K | 0.06% | 142 |
|
|
2024
Q3 | $216K | Hold |
4,579
| – | – | 0.06% | 142 |
|
|
2024
Q2 | $207K | Sell |
4,579
-114
| -2% | -$5.16K | 0.07% | 125 |
|
|
2024
Q1 | $214K | Sell |
4,693
-330
| -7% | -$15K | 0.08% | 118 |
|
|
2023
Q4 | $231K | Buy |
+5,023
| New | +$231K | 0.09% | 105 |
|
|
2022
Q4 | – | Sell |
-6,224
| Closed | -$277K | – | 79 |
|
|
2022
Q3 | $277K | Buy |
+6,224
| New | +$277K | 0.18% | 59 |
|
|
2022
Q2 | – | Sell |
-11,724
| Closed | -$582K | – | 83 |
|
|
2022
Q1 | $582K | Sell |
11,724
-4,203
| -26% | -$209K | 0.33% | 34 |
|
|
2021
Q4 | $843K | Sell |
15,927
-2,432
| -13% | -$129K | 0.42% | 24 |
|
|
2021
Q3 | $977K | Sell |
18,359
-2,393
| -12% | -$127K | 0.55% | 21 |
|
|
2021
Q2 | $1.11M | Sell |
20,752
-70,679
| -77% | -$3.78M | 0.64% | 20 |
|
|
2021
Q1 | $4.99M | Hold |
91,431
| – | – | 3.51% | 9 |
|
|
2020
Q4 | $4.99M | Buy |
+91,431
| New | +$4.99M | 3.35% | 10 |
|