Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,189
| Closed | -$406K | – | 31 |
|
|
2022
Q1 | $406K | Hold |
8,189
| – | – | 0.18% | 52 |
|
|
2021
Q4 | $433K | Hold |
8,189
| – | – | 0.18% | 55 |
|
|
2021
Q3 | $436K | Hold |
8,189
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $438K | Hold |
8,189
| – | – | 0.18% | 51 |
|
|
2021
Q1 | $432K | Hold |
8,189
| – | – | 0.2% | 49 |
|
|
2020
Q4 | $447K | Buy |
8,189
+934
| +13% | +$51K | 0.21% | 44 |
|
|
2020
Q3 | $395K | Hold |
7,255
| – | – | 0.21% | 45 |
|
|
2020
Q2 | $394K | Sell |
7,255
-945
| -12% | -$51.3K | 0.22% | 43 |
|
|
2020
Q1 | $431K | Hold |
8,200
| – | – | 0.26% | 33 |
|
|
2019
Q4 | $427K | Buy |
+8,200
| New | +$427K | 0.18% | 43 |
|