Optivise 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
2025 Q2	$250K	Hold	5,407	–	–	0.13%	165
2025 Q1	$249K	Sell	5,407 -44,409	-89%	-$2.05M	0.14%	152
2024 Q4	$2.25M	Sell	49,816 -2,546	-5%	-$115K	1.21%	16
2024 Q3	$2.47M	Sell	52,362 -297	-0.6%	-$14K	1.3%	14
2024 Q2	$2.38M	Buy	+52,659	New	+$2.38M	1.29%	16