OBWG
Onyx Bridge Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,918
| Closed | -$475K | – | 179 |
|
|
2022
Q1 | $475K | Sell |
9,918
-1,539
| -13% | -$73.7K | 0.18% | 67 |
|
|
2021
Q4 | $602K | Sell |
11,457
-4,030
| -26% | -$212K | 0.2% | 61 |
|
|
2021
Q3 | $822K | Sell |
15,487
-380,884
| -96% | -$20.2M | 0.31% | 39 |
|
|
2021
Q2 | $21.3M | Buy |
396,371
+12,725
| +3% | +$684K | 9.21% | 4 |
|
|
2021
Q1 | $20.2M | Buy |
383,646
+323,375
| +537% | +$17.1M | 10.13% | 1 |
|
|
2020
Q4 | $3.29M | Buy |
+60,271
| New | +$3.29M | 2.15% | 14 |
|