OIA
OneDigital Investment Advisors’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 | $311M | Sell |
6,718,717
-986,101
| -13% | -$45.6M | 3.45% | 2 |
|
|
2025
Q1 | $355M | Sell |
7,704,818
-10,511
| -0.1% | -$484K | 4.21% | 2 |
|
|
2024
Q4 | $349M | Sell |
7,715,329
-824,009
| -10% | -$37.2M | 4.04% | 2 |
|
|
2024
Q3 | $402M | Buy |
8,539,338
+1,383,615
| +19% | +$65.2M | 4.6% | 2 |
|
|
2024
Q2 | $324M | Buy |
7,155,723
+1,794,691
| +33% | +$81.2M | 4.04% | 2 |
|
|
2024
Q1 | $244M | Buy |
5,361,032
+1,639,119
| +44% | +$74.7M | 3.84% | 2 |
|
|
2023
Q4 | $171M | Buy |
3,721,913
+267,003
| +8% | +$12.3M | 3% | 2 |
|
|
2023
Q3 | $151M | Buy |
3,454,910
+853,405
| +33% | +$37.3M | 3.27% | 2 |
|
|
2023
Q2 | $118M | Buy |
2,601,505
+307,747
| +13% | +$14M | 2.62% | 3 |
|
|
2023
Q1 | $106M | Buy |
2,293,758
+871,030
| +61% | +$40.2M | 2.48% | 3 |
|
|
2022
Q4 | $63.9M | Buy |
1,422,728
+1,068,857
| +302% | +$48M | 1.85% | 9 |
|
|
2022
Q3 | $15.7M | Buy |
+353,871
| New | +$15.7M | 0.58% | 34 |
|
|
2019
Q2 | – | Sell |
-2,061
| Closed | -$104K | – | 1211 |
|
|
2019
Q1 | $104K | Buy |
+2,061
| New | +$104K | 0.02% | 365 |
|