MA
Mutual 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 | $13.4M | Sell |
291,381
-91,838
| -24% | -$4.22M | 0.33% | 49 |
|
|
2025
Q1 | $17.6M | Buy |
383,219
+40,292
| +12% | +$1.85M | 0.5% | 28 |
|
|
2024
Q4 | $15.5M | Buy |
342,927
+67,807
| +25% | +$3.06M | 0.45% | 29 |
|
|
2024
Q3 | $12.7M | Sell |
275,120
-35,355
| -11% | -$1.63M | 0.37% | 42 |
|
|
2024
Q2 | $14.2M | Buy |
310,475
+43,168
| +16% | +$1.98M | 0.43% | 32 |
|
|
2024
Q1 | $12.2M | Buy |
267,307
+17,941
| +7% | +$818K | 0.39% | 39 |
|
|
2023
Q4 | $11.5M | Buy |
249,366
+38,543
| +18% | +$1.78M | 0.4% | 36 |
|
|
2023
Q3 | $9.22M | Sell |
210,823
-19,951
| -9% | -$872K | 0.36% | 45 |
|
|
2023
Q2 | $10.5M | Sell |
230,774
-20,817
| -8% | -$947K | 0.4% | 38 |
|
|
2023
Q1 | $11.6M | Buy |
251,591
+65,895
| +35% | +$3.04M | 0.48% | 27 |
|
|
2022
Q4 | $8.34M | Sell |
185,696
-73,310
| -28% | -$3.29M | 0.37% | 46 |
|
|
2022
Q3 | $11.5M | Buy |
259,006
+41,857
| +19% | +$1.86M | 0.59% | 20 |
|
|
2022
Q2 | $10.2M | Sell |
217,149
-43,615
| -17% | -$2.04M | 0.67% | 16 |
|
|
2022
Q1 | $12.9M | Buy |
260,764
+6,053
| +2% | +$300K | 0.72% | 18 |
|
|
2021
Q4 | $13.5M | Buy |
254,711
+31,083
| +14% | +$1.65M | 0.71% | 18 |
|
|
2021
Q3 | $11.9M | Buy |
223,628
+398
| +0.2% | +$21.2K | 0.7% | 16 |
|
|
2021
Q2 | $11.9M | Buy |
+223,230
| New | +$11.9M | 0.71% | 17 |
|
|
2020
Q2 | – | Sell |
-4,208
| Closed | -$221K | – | 661 |
|
|
2020
Q1 | $221K | Sell |
4,208
-346
| -8% | -$18.2K | 0.03% | 471 |
|
|
2019
Q4 | $237K | Buy |
+4,554
| New | +$237K | 0.03% | 526 |
|