OP
ORG Partners’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 | $5.37M | Buy |
116,215
+18,287
| +19% | +$844K | 1.14% | 16 |
|
|
2025
Q1 | $4.5M | Sell |
97,928
-433,661
| -82% | -$19.9M | 1.11% | 17 |
|
|
2024
Q4 | $24M | Buy |
531,589
+28,970
| +6% | +$1.31M | 3.26% | 6 |
|
|
2024
Q3 | $23.7M | Sell |
502,619
-87,563
| -15% | -$4.13M | 3.79% | 5 |
|
|
2024
Q2 | $26.5M | Buy |
+590,182
| New | +$26.5M | 3.29% | 2 |
|
|
2024
Q1 | – | Sell |
-480,002
| Closed | -$22.1M | – | 802 |
|
|
2023
Q4 | $22.1M | Buy |
480,002
+450,665
| +1,536% | +$20.8M | 3.7% | 2 |
|
|
2023
Q3 | $1.28M | Sell |
29,337
-575,984
| -95% | -$25.2M | 0.38% | 52 |
|
|
2023
Q2 | $27.4M | Sell |
605,321
-9,278
| -2% | -$420K | 4.44% | 1 |
|
|
2023
Q1 | $28.4M | Buy |
+614,599
| New | +$28.4M | 6.92% | 3 |
|