Oliver Lagore Vanvalin Investment Group’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 | $1.39M | Buy |
+30,253
| New | +$1.39M | 0.55% | 46 |
|
|
2024
Q4 | $1.44M | Sell |
31,888
-5,274
| -14% | -$238K | 0.37% | 56 |
|
|
2024
Q3 | $1.75M | Buy |
37,162
+2,547
| +7% | +$120K | 0.47% | 46 |
|
|
2024
Q2 | $1.57M | Sell |
34,615
-3,135
| -8% | -$142K | 0.45% | 42 |
|
|
2024
Q1 | $1.72M | Buy |
37,750
+6,004
| +19% | +$274K | 0.5% | 37 |
|
|
2023
Q4 | $1.46M | Sell |
31,746
-6,900
| -18% | -$318K | 0.54% | 29 |
|
|
2023
Q3 | $1.69M | Sell |
38,646
-2,211
| -5% | -$96.7K | 0.67% | 27 |
|
|
2023
Q2 | $1.86M | Buy |
40,857
+1,943
| +5% | +$88.3K | 0.68% | 26 |
|
|
2023
Q1 | $1.8M | Buy |
38,914
+8,873
| +30% | +$409K | 0.77% | 17 |
|
|
2022
Q4 | $1.35M | Sell |
30,041
-7,031
| -19% | -$316K | 0.76% | 24 |
|
|
2022
Q3 | $1.65M | Sell |
37,072
-1,991
| -5% | -$88.6K | 1.06% | 18 |
|
|
2022
Q2 | $1.83M | Buy |
39,063
+1,949
| +5% | +$91.3K | 1.07% | 20 |
|
|
2022
Q1 | $1.84M | Sell |
37,114
-213,336
| -85% | -$10.6M | 1.23% | 16 |
|
|
2021
Q4 | $13.3M | Buy |
+250,450
| New | +$13.3M | 0.95% | 18 |
|