MLA
My Legacy 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 | $11.4M | Sell |
247,280
-8,155
| -3% | -$374K | 4.04% | 1 |
|
|
2025
Q1 | $11.8M | Buy |
255,435
+8,531
| +3% | +$393K | 4.54% | 1 |
|
|
2024
Q4 | $11.1M | Sell |
246,904
-15,889
| -6% | -$717K | 4.32% | 1 |
|
|
2024
Q3 | $12.4M | Sell |
262,793
-37,680
| -13% | -$1.78M | 4.89% | 1 |
|
|
2024
Q2 | $13.6M | Buy |
300,473
+35,792
| +14% | +$1.62M | 4.34% | 2 |
|
|
2024
Q1 | $12.1M | Buy |
264,681
+84,323
| +47% | +$3.84M | 4.05% | 2 |
|
|
2023
Q4 | $8.28M | Buy |
180,358
+6,204
| +4% | +$285K | 2.99% | 5 |
|
|
2023
Q3 | $7.42M | Buy |
174,154
+27,067
| +18% | +$1.15M | 3.02% | 4 |
|
|
2023
Q2 | $6.71M | Buy |
147,087
+92,347
| +169% | +$4.21M | 2.64% | 6 |
|
|
2023
Q1 | $2.53M | Buy |
54,740
+6,633
| +14% | +$306K | 1.08% | 19 |
|
|
2022
Q4 | $2.23M | Buy |
48,107
+25,475
| +113% | +$1.18M | 0.95% | 20 |
|
|
2022
Q3 | $989K | Buy |
22,632
+12,624
| +126% | +$552K | 0.5% | 59 |
|
|
2022
Q2 | $469K | Buy |
10,008
+5,803
| +138% | +$272K | 0.23% | 145 |
|
|
2022
Q1 | $209K | Buy |
+4,205
| New | +$209K | 0.1% | 175 |
|