ORG Wealth Partners’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	$2M	Buy	43,294 +5,733	+15%	+$264K	0.48%	25
2025 Q1	$1.73M	Sell	37,561 -34,018	-48%	-$1.57M	0.53%	31
2024 Q4	$3.24M	Sell	71,579 -3,024	-4%	-$137K	1%	12
2024 Q3	$3.52M	Buy	+74,603	New	+$3.52M	1.17%	11