PFW 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.95M | Sell |
128,665
-1,510
| -1% | -$69.8K | 1.83% | 14 |
|
2025
Q1 | $6M | Sell |
130,175
-3,745
| -3% | -$173K | 1.88% | 13 |
|
2024
Q4 | $6.05M | Buy |
+133,920
| New | +$6.05M | 1.86% | 15 |
|
2024
Q2 | $5.98M | Sell |
132,236
-4,185
| -3% | -$189K | 1.9% | 13 |
|
2024
Q1 | $6.22M | Buy |
136,421
+19,562
| +17% | +$892K | 1.9% | 12 |
|
2023
Q4 | $5.38M | Sell |
116,859
-24,928
| -18% | -$1.15M | 1.72% | 13 |
|
2023
Q3 | $6.2M | Buy |
141,787
+706
| +0.5% | +$30.9K | 2.19% | 11 |
|
2023
Q2 | $6.3M | Buy |
+141,081
| New | +$6.3M | 2.1% | 12 |
|
2019
Q3 | $6.27M | Buy |
+133,002
| New | +$6.27M | 1.9% | 13 |
|