MN Wealth Advisors’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 | $1.22M | Buy |
26,288
+4,479
| +21% | +$207K | 0.71% | 31 |
|
|
2025
Q1 | $1M | Sell |
21,809
-204
| -0.9% | -$9.4K | 0.59% | 44 |
|
|
2024
Q4 | $995K | Buy |
22,013
+412
| +2% | +$18.6K | 0.56% | 42 |
|
|
2024
Q3 | $1.02M | Sell |
21,601
-1,148
| -5% | -$54.1K | 0.58% | 39 |
|
|
2024
Q2 | $1.03M | Sell |
22,749
-543
| -2% | -$24.6K | 0.6% | 38 |
|
|
2024
Q1 | $1.06M | Buy |
23,292
+870
| +4% | +$39.7K | 0.66% | 36 |
|
|
2023
Q4 | $1.03M | Buy |
+22,422
| New | +$1.03M | 0.71% | 34 |
|