Peninsula Wealth’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
Q4 | $7.19M | Buy |
159,067
+1,112
| +0.7% | +$50.3K | 1.23% | 16 |
|
|
2024
Q3 | $7.35M | Buy |
157,955
+12,566
| +9% | +$585K | 1.28% | 17 |
|
|
2024
Q2 | $6.66M | Buy |
145,389
+39,028
| +37% | +$1.79M | 1.24% | 19 |
|
|
2024
Q1 | $4.85M | Buy |
106,361
+17,520
| +20% | +$799K | 0.97% | 19 |
|
|
2023
Q4 | $4.09M | Buy |
88,841
+79,710
| +873% | +$3.67M | 0.84% | 15 |
|
|
2023
Q3 | $392K | Buy |
+9,131
| New | +$392K | 0.09% | 53 |
|