MWS
Maxwell Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.9M | Sell |
64,166
-7,932
| -11% | -$359K | 1.18% | 23 |
|
|
2024
Q3 | $3.3M | Buy |
72,098
+5,270
| +8% | +$242K | 1.4% | 20 |
|
|
2024
Q2 | $3.02M | Sell |
66,828
-3,268
| -5% | -$148K | 1.48% | 20 |
|
|
2024
Q1 | $3.14M | Buy |
70,096
+6,475
| +10% | +$290K | 1.59% | 17 |
|
|
2023
Q4 | $2.93M | Buy |
+63,621
| New | +$2.93M | 1.92% | 11 |
|