Oak Point Wealth Management’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
2018
Q1
$1.79M Buy
35,924
+9,932
+38% +$495K 1.83% 14
2017
Q4
$1.34M Buy
+25,992
New +$1.34M 1.32% 28