Midwest Heritage Bank’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
$463K Buy
10,007
+563
+6% +$26K 0.17% 32
2025
Q1
$435K Sell
9,444
-2,467
-21% -$114K 0.18% 35
2024
Q4
$538K Sell
11,911
-3,504
-23% -$158K 0.25% 31
2024
Q3
$726K Buy
15,415
+39
+0.3% +$1.84K 0.34% 29
2024
Q2
$695K Sell
15,376
-463
-3% -$20.9K 0.35% 28
2024
Q1
$722K Buy
15,839
+4,773
+43% +$218K 0.38% 30
2023
Q4
$510K Buy
11,066
+160
+1% +$7.37K 0.35% 30
2023
Q3
$477K Buy
10,906
+5,037
+86% +$220K 0.36% 31
2023
Q2
$267K Sell
5,869
-420
-7% -$19.1K 0.2% 44
2023
Q1
$290K Sell
6,289
-7,389
-54% -$341K 0.23% 42
2022
Q4
$615K Sell
13,678
-2,613
-16% -$117K 0.59% 31
2022
Q3
$725K Sell
16,291
-1,016
-6% -$45.2K 0.76% 30
2022
Q2
$810K Sell
17,307
-1,978
-10% -$92.6K 0.73% 27
2022
Q1
$957K Buy
19,285
+11,659
+153% +$579K 0.75% 24
2021
Q4
$404K Buy
+7,626
New +$404K 0.39% 37