Modern 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 | $27.5M | Sell |
595,085
-109,079
| -15% | -$5.04M | 0.69% | 30 |
|
|
2025
Q1 | $32.4M | Buy |
704,164
+78,298
| +13% | +$3.61M | 1.04% | 21 |
|
|
2024
Q4 | $28.3M | Buy |
625,866
+554,494
| +777% | +$25.1M | 1.06% | 21 |
|
|
2024
Q3 | $3.36M | Buy |
71,372
+15,128
| +27% | +$713K | 0.21% | 84 |
|
|
2024
Q2 | $2.54M | Buy |
56,244
+19,687
| +54% | +$890K | 0.19% | 76 |
|
|
2024
Q1 | $1.67M | Buy |
+36,557
| New | +$1.67M | 0.15% | 86 |
|