OWM
Orgel Wealth Management’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 | $9.45M | Sell |
204,514
-12,981
| -6% | -$600K | 0.23% | 29 |
|
|
2025
Q1 | $10M | Sell |
217,495
-5,870
| -3% | -$270K | 0.26% | 27 |
|
|
2024
Q4 | $10.1M | Sell |
223,365
-4,711
| -2% | -$213K | 0.26% | 28 |
|
|
2024
Q3 | $10.7M | Sell |
228,076
-604
| -0.3% | -$28.5K | 0.27% | 29 |
|
|
2024
Q2 | $10.3M | Buy |
228,680
+2,001
| +0.9% | +$90.5K | 0.28% | 29 |
|
|
2024
Q1 | $10.3M | Sell |
226,679
-5,484
| -2% | -$250K | 0.28% | 29 |
|
|
2023
Q4 | $10.7M | Buy |
232,163
+220,980
| +1,976% | +$10.2M | 0.32% | 30 |
|
|
2023
Q3 | $489K | Sell |
11,183
-39,256
| -78% | -$1.72M | 0.02% | 54 |
|
|
2023
Q2 | $2.29M | Sell |
50,439
-25,750
| -34% | -$1.17M | 0.08% | 32 |
|
|
2023
Q1 | $3.52M | Sell |
76,189
-42,986
| -36% | -$1.98M | 0.13% | 32 |
|
|
2022
Q4 | $5.35M | Sell |
119,175
-125,288
| -51% | -$5.63M | 0.21% | 31 |
|
|
2022
Q3 | $10.9M | Buy |
+244,463
| New | +$10.9M | 0.54% | 24 |
|