Mosley 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
2024
Q4
$8.94M Sell
196,721
-5,904
-3% -$268K 5.54% 4
2024
Q3
$9.33M Buy
202,625
+46,654
+30% +$2.15M 6.37% 3
2024
Q2
$7.05M Sell
155,971
-10,521
-6% -$476K 6.01% 3
2024
Q1
$7.59M Buy
166,492
+14,826
+10% +$676K 7.12% 3
2023
Q4
$6.99M Buy
+151,666
New +$6.99M 6.89% 3