MFA
Mayflower Financial 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
Q2 | $9.18M | Sell |
198,537
-27,120
| -12% | -$1.25M | 1.28% | 15 |
|
2025
Q1 | $10.4M | Buy |
225,657
+10,981
| +5% | +$506K | 1.58% | 11 |
|
2024
Q4 | $9.7M | Sell |
214,676
-39,111
| -15% | -$1.77M | 1.45% | 10 |
|
2024
Q3 | $12M | Buy |
253,787
+59,953
| +31% | +$2.82M | 1.8% | 8 |
|
2024
Q2 | $8.77M | Sell |
193,834
-3,775
| -2% | -$171K | 1.44% | 9 |
|
2024
Q1 | $9.01M | Buy |
197,609
+78,486
| +66% | +$3.58M | 1.51% | 10 |
|
2023
Q4 | $5.49M | Buy |
119,123
+47,803
| +67% | +$2.2M | 0.76% | 32 |
|
2023
Q3 | $3.12M | Sell |
71,320
-24,246
| -25% | -$1.06M | 0.47% | 49 |
|
2023
Q2 | $4.35M | Sell |
95,566
-15,592
| -14% | -$709K | 0.56% | 44 |
|
2023
Q1 | $5.13M | Buy |
111,158
+22,023
| +25% | +$1.02M | 0.67% | 34 |
|
2022
Q4 | $4M | Buy |
89,135
+37,436
| +72% | +$1.68M | 0.56% | 40 |
|
2022
Q3 | $2.3M | Buy |
51,699
+19,410
| +60% | +$864K | 0.37% | 58 |
|
2022
Q2 | $1.51M | Buy |
32,289
+17,832
| +123% | +$835K | 0.23% | 85 |
|
2022
Q1 | $718K | Buy |
14,457
+8,654
| +149% | +$430K | 0.1% | 151 |
|
2021
Q4 | $307K | Buy |
+5,803
| New | +$307K | 0.04% | 261 |
|