Panoramic Investment Advisors’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
2024
Q1
$287K Sell
6,287
-4,906
-44% -$224K 0.21% 85
2023
Q4
$516K Sell
11,193
-393
-3% -$18.1K 0.45% 55
2023
Q3
$506K Buy
+11,586
New +$506K 0.47% 54
2022
Q4
$432K Buy
+9,607
New +$432K 0.44% 54