Market Street Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,746
| Closed | -$557K | – | 102 |
|
|
2023
Q3 | $557K | Sell |
12,746
-16,001
| -56% | -$699K | 0.14% | 68 |
|
|
2023
Q2 | $1.31M | Sell |
28,747
-876
| -3% | -$39.8K | 0.33% | 44 |
|
|
2023
Q1 | $1.37M | Sell |
29,623
-3,645
| -11% | -$168K | 0.36% | 42 |
|
|
2022
Q4 | $1.49M | Sell |
33,268
-5,261
| -14% | -$236K | 0.43% | 44 |
|
|
2022
Q3 | $1.72M | Buy |
+38,529
| New | +$1.72M | 0.54% | 38 |
|