Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,529
| Closed | -$251K | – | 566 |
|
|
2023
Q2 | $251K | Buy |
+5,529
| New | +$251K | ﹤0.01% | 489 |
|
|
2022
Q3 | – | Sell |
-22,361
| Closed | -$1.05M | – | 329 |
|
|
2022
Q2 | $1.05M | Sell |
22,361
-41,984
| -65% | -$1.97M | 0.05% | 140 |
|
|
2022
Q1 | $3.19M | Sell |
64,345
-68
| -0.1% | -$3.37K | 0.14% | 75 |
|
|
2021
Q4 | $3.41M | Buy |
+64,413
| New | +$3.41M | 0.13% | 78 |
|