Meridian Wealth Management’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 | $384K | Sell |
8,306
-319
| -4% | -$14.7K | 0.02% | 512 |
|
|
2025
Q1 | $397K | Sell |
8,625
-330
| -4% | -$15.2K | 0.02% | 464 |
|
|
2024
Q4 | $405K | Sell |
8,955
-14
| -0.2% | -$633 | 0.02% | 460 |
|
|
2024
Q3 | $423K | Buy |
8,969
+409
| +5% | +$19.3K | 0.02% | 445 |
|
|
2024
Q2 | $387K | Buy |
+8,560
| New | +$387K | 0.05% | 201 |
|
|
2024
Q1 | – | Sell |
-10,862
| Closed | -$500K | – | 350 |
|
|
2023
Q4 | $500K | Buy |
10,862
+4,775
| +78% | +$220K | 0.03% | 382 |
|
|
2023
Q3 | $266K | Sell |
6,087
-9
| -0.1% | -$393 | 0.02% | 469 |
|
|
2023
Q2 | $277K | Sell |
6,096
-2,606
| -30% | -$118K | 0.02% | 454 |
|
|
2023
Q1 | $402K | Sell |
8,702
-323
| -4% | -$14.9K | 0.04% | 357 |
|
|
2022
Q4 | $406K | Buy |
9,025
+441
| +5% | +$19.8K | 0.04% | 348 |
|
|
2022
Q3 | $382K | Buy |
+8,584
| New | +$382K | 0.04% | 321 |
|