Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,915
| Closed | -$931K | – | 187 |
|
|
2022
Q3 | $931K | Sell |
20,915
-4,945
| -19% | -$220K | 0.39% | 72 |
|
|
2022
Q2 | $1.21M | Sell |
25,860
-14,341
| -36% | -$672K | 0.48% | 58 |
|
|
2022
Q1 | $2M | Sell |
40,201
-3,732
| -8% | -$185K | 0.82% | 21 |
|
|
2021
Q4 | $2.33M | Sell |
43,933
-200,170
| -82% | -$10.6M | 0.86% | 16 |
|
|
2021
Q3 | $13M | Sell |
244,103
-13,203
| -5% | -$703K | 6.72% | 2 |
|
|
2021
Q2 | $13.8M | Buy |
257,306
+15,005
| +6% | +$803K | 7.43% | 2 |
|
|
2021
Q1 | $12.8M | Buy |
242,301
+8,021
| +3% | +$423K | 7.64% | 2 |
|
|
2020
Q4 | $12.8M | Buy |
+234,280
| New | +$12.8M | 8.34% | 2 |
|