O3W
Omni 360 Wealth’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 | $1.7M | Sell |
36,857
-1,085
| -3% | -$50.2K | 0.84% | 26 |
|
|
2025
Q1 | $1.75M | Buy |
37,942
+2,301
| +6% | +$106K | 1.02% | 26 |
|
|
2024
Q4 | $1.61M | Buy |
35,641
+3,456
| +11% | +$156K | 1.01% | 26 |
|
|
2024
Q3 | $1.52M | Buy |
32,185
+400
| +1% | +$18.8K | 0.99% | 28 |
|
|
2024
Q2 | $1.44M | Buy |
31,785
+2,447
| +8% | +$111K | 1.07% | 25 |
|
|
2024
Q1 | $1.34M | Buy |
29,338
+9,856
| +51% | +$449K | 1.09% | 23 |
|
|
2023
Q4 | $898K | Buy |
+19,482
| New | +$898K | 0.84% | 34 |
|