One Wealth Management Investment & Advisory Services’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
2024
Q3
Sell
-206,904
Closed -$9.36M 87
2024
Q2
$9.36M Sell
206,904
-8,844
-4% -$400K 3.72% 5
2024
Q1
$9.84M Buy
215,748
+111,968
+108% +$5.1M 4.03% 4
2023
Q4
$4.78M Buy
+103,780
New +$4.78M 2.13% 10