Morris Financial Concepts’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 | $957K | Buy |
20,711
+239
| +1% | +$11K | 0.38% | 45 |
|
|
2025
Q1 | $943K | Sell |
20,472
-504
| -2% | -$23.2K | 0.4% | 45 |
|
|
2024
Q4 | $948K | Sell |
20,976
-7,012
| -25% | -$317K | 0.41% | 41 |
|
|
2024
Q3 | $1.32M | Buy |
27,988
+7,255
| +35% | +$342K | 0.57% | 33 |
|
|
2024
Q2 | $938K | Buy |
20,733
+89
| +0.4% | +$4.03K | 0.45% | 39 |
|
|
2024
Q1 | $941K | Buy |
20,644
+1,148
| +6% | +$52.3K | 0.48% | 37 |
|
|
2023
Q4 | $898K | Buy |
19,496
+917
| +5% | +$42.2K | 0.51% | 34 |
|
|
2023
Q3 | $812K | Buy |
18,579
+3,262
| +21% | +$143K | 0.54% | 33 |
|
|
2023
Q2 | $696K | Buy |
15,317
+3,698
| +32% | +$168K | 0.45% | 36 |
|
|
2023
Q1 | $536K | Sell |
11,619
-2,923
| -20% | -$135K | 0.38% | 41 |
|
|
2022
Q4 | $653K | Buy |
14,542
+5,531
| +61% | +$249K | 0.53% | 37 |
|
|
2022
Q3 | $401K | Buy |
9,011
+1,644
| +22% | +$73.2K | 0.42% | 39 |
|
|
2022
Q2 | $345K | Sell |
7,367
-5,125
| -41% | -$240K | 0.33% | 48 |
|
|
2022
Q1 | $620K | Buy |
+12,492
| New | +$620K | 0.52% | 30 |
|