Meridian Wealth Partners’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 | $1.18M | Buy |
25,502
+48
| +0.2% | +$2.22K | 0.17% | 41 |
|
|
2025
Q1 | $1.17M | Sell |
25,454
-5,470
| -18% | -$252K | 0.19% | 39 |
|
|
2024
Q4 | $1.4M | Buy |
30,924
+60
| +0.2% | +$2.71K | 0.21% | 38 |
|
|
2024
Q3 | $1.45M | Buy |
30,864
+5,500
| +22% | +$259K | 0.23% | 36 |
|
|
2024
Q2 | $1.15M | Buy |
25,364
+1,769
| +7% | +$80K | 0.2% | 39 |
|
|
2024
Q1 | $1.08M | Hold |
23,595
| – | – | 0.19% | 39 |
|
|
2023
Q4 | $1.09M | Buy |
23,595
+15,295
| +184% | +$705K | 0.21% | 37 |
|
|
2023
Q3 | $363K | Buy |
+8,300
| New | +$363K | 0.08% | 62 |
|
|
2023
Q2 | – | Sell |
-7,000
| Closed | -$323K | – | 97 |
|
|
2023
Q1 | $323K | Hold |
7,000
| – | – | 0.07% | 60 |
|
|
2022
Q4 | $315K | Buy |
+7,000
| New | +$315K | 0.07% | 61 |
|
|
2022
Q2 | – | Sell |
-48,006
| Closed | -$2.38M | – | 86 |
|
|
2022
Q1 | $2.38M | Buy |
+48,006
| New | +$2.38M | 0.5% | 22 |
|