Personal CFO Solutions’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,599
| Closed | -$210K | – | 572 |
|
|
2024
Q1 | $210K | Buy |
4,599
+134
| +3% | +$6.11K | 0.03% | 509 |
|
|
2023
Q4 | $206K | Sell |
4,465
-7,947
| -64% | -$366K | 0.04% | 489 |
|
|
2023
Q3 | $543K | Buy |
12,412
+1,559
| +14% | +$68.2K | 0.11% | 184 |
|
|
2023
Q2 | $493K | Buy |
10,853
+740
| +7% | +$33.6K | 0.1% | 205 |
|
|
2023
Q1 | $467K | Buy |
10,113
+765
| +8% | +$35.3K | 0.1% | 204 |
|
|
2022
Q4 | $420K | Buy |
9,348
+909
| +11% | +$40.8K | 0.09% | 212 |
|
|
2022
Q3 | $376K | Buy |
8,439
+21
| +0.2% | +$936 | 0.09% | 206 |
|
|
2022
Q2 | $394K | Buy |
8,418
+710
| +9% | +$33.2K | 0.09% | 201 |
|
|
2022
Q1 | $383K | Buy |
7,708
+341
| +5% | +$16.9K | 0.08% | 250 |
|
|
2021
Q4 | $390K | Buy |
+7,367
| New | +$390K | 0.07% | 252 |
|