MSH Capital Advisors’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 | $1.28M | Buy |
27,608
+2,005
| +8% | +$92.7K | 0.37% | 77 |
|
2025
Q1 | $1.18M | Buy |
25,603
+7,598
| +42% | +$350K | 0.36% | 78 |
|
2024
Q4 | $814K | Sell |
18,005
-1,396
| -7% | -$63.1K | 0.26% | 100 |
|
2024
Q3 | $914K | Buy |
19,401
+8,262
| +74% | +$389K | 0.28% | 97 |
|
2024
Q2 | $504K | Buy |
11,139
+2,965
| +36% | +$134K | 0.17% | 132 |
|
2024
Q1 | $373K | Buy |
8,174
+1,892
| +30% | +$86.3K | 0.13% | 154 |
|
2023
Q4 | $289K | Sell |
6,282
-14,134
| -69% | -$651K | 0.11% | 167 |
|
2023
Q3 | $892K | Sell |
20,416
-1,879
| -8% | -$82.1K | 0.35% | 84 |
|
2023
Q2 | $1.01M | Buy |
22,295
+294
| +1% | +$13.4K | 0.37% | 80 |
|
2023
Q1 | $1.02M | Buy |
22,001
+8,073
| +58% | +$373K | 0.43% | 76 |
|
2022
Q4 | $626K | Buy |
13,928
+8,215
| +144% | +$369K | 0.28% | 99 |
|
2022
Q3 | $254K | Buy |
+5,713
| New | +$254K | 0.13% | 161 |
|
2022
Q2 | – | Sell |
-4,209
| Closed | -$209K | – | 196 |
|
2022
Q1 | $209K | Buy |
+4,209
| New | +$209K | 0.09% | 194 |
|