MYIA
Mount Yale Investment Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Buy |
133,923
+19,390
| +17% | +$896K | 0.48% | 32 |
|
|
2025
Q1 | $5.28M | Sell |
114,533
-4,742
| -4% | -$219K | 0.45% | 32 |
|
|
2024
Q4 | $5.39M | Sell |
119,275
-31,500
| -21% | -$1.42M | 0.44% | 34 |
|
|
2024
Q3 | $7.1M | Buy |
150,775
+17,003
| +13% | +$801K | 0.68% | 15 |
|
|
2024
Q2 | $6.05M | Sell |
133,772
-3,797
| -3% | -$172K | 0.48% | 36 |
|
|
2024
Q1 | $6.27M | Buy |
137,569
+20,820
| +18% | +$949K | 0.48% | 37 |
|
|
2023
Q4 | $5.38M | Buy |
116,749
+4,314
| +4% | +$199K | 0.51% | 36 |
|
|
2023
Q3 | $4.92M | Sell |
112,435
-11,179
| -9% | -$489K | 0.53% | 35 |
|
|
2023
Q2 | $5.62M | Buy |
123,614
+7,985
| +7% | +$363K | 0.6% | 35 |
|
|
2023
Q1 | $5.34M | Buy |
115,629
+7,143
| +7% | +$330K | 0.6% | 35 |
|
|
2022
Q4 | $4.87M | Buy |
108,486
+27,925
| +35% | +$1.25M | 0.55% | 46 |
|
|
2022
Q3 | $3.59M | Buy |
80,561
+3,271
| +4% | +$146K | 0.48% | 47 |
|
|
2022
Q2 | $3.62M | Buy |
77,290
+4,947
| +7% | +$232K | 0.46% | 52 |
|
|
2022
Q1 | $3.59M | Buy |
72,343
+13,419
| +23% | +$666K | 0.39% | 57 |
|
|
2021
Q4 | $3.12M | Buy |
58,924
+4,647
| +9% | +$246K | 0.32% | 77 |
|
|
2021
Q3 | $2.89M | Buy |
54,277
+7,880
| +17% | +$420K | 0.33% | 75 |
|
|
2021
Q2 | $2.48M | Buy |
46,397
+7,952
| +21% | +$425K | 0.3% | 81 |
|
|
2021
Q1 | $2.03M | Buy |
+38,445
| New | +$2.03M | 0.26% | 87 |
|