NewEdge Wealth’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 | $278K | Buy |
6,017
+1,608
| +36% | +$74.3K | ﹤0.01% | 853 |
|
|
2025
Q1 | $203K | Buy |
+4,409
| New | +$203K | ﹤0.01% | 892 |
|
|
2024
Q4 | – | Sell |
-4,733
| Closed | -$223K | – | 942 |
|
|
2024
Q3 | $223K | Sell |
4,733
-3,147
| -40% | -$148K | ﹤0.01% | 811 |
|
|
2024
Q2 | $356K | Sell |
7,880
-9,722
| -55% | -$440K | 0.01% | 618 |
|
|
2024
Q1 | $785K | Buy |
17,602
+12,634
| +254% | +$563K | 0.02% | 465 |
|
|
2023
Q4 | $229K | Sell |
4,968
-10,999
| -69% | -$507K | 0.01% | 677 |
|
|
2023
Q3 | $698K | Sell |
15,967
-28
| -0.2% | -$1.22K | 0.02% | 413 |
|
|
2023
Q2 | $727K | Buy |
+15,995
| New | +$727K | 0.02% | 405 |
|