Phillips Financial Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Phillips Financial Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.5M	Sell	32,473 -774	-2%	-$35.8K	0.11%	88
2025 Q1	$1.53M	Sell	33,247 -3,275	-9%	-$151K	0.12%	88
2024 Q4	$1.65M	Sell	36,522 -11,598	-24%	-$524K	0.13%	87
2024 Q3	$2.27M	Sell	48,120 -6,609	-12%	-$311K	0.18%	79
2024 Q2	$2.47M	Sell	54,729 -1,028	-2%	-$46.5K	0.2%	75
2024 Q1	$2.54M	Sell	55,757 -7,192	-11%	-$328K	0.21%	75
2023 Q4	$2.9M	Sell	62,949 -2,309	-4%	-$106K	0.25%	68
2023 Q3	$2.85M	Sell	65,258 -3,589	-5%	-$157K	0.27%	66
2023 Q2	$3.13M	Sell	68,847 -1,934	-3%	-$87.9K	0.29%	61
2023 Q1	$3.27M	Sell	70,781 -6,357	-8%	-$293K	0.32%	59
2022 Q4	$3.47M	Sell	77,138 -340	-0.4%	-$15.3K	0.35%	58
2022 Q3	$3.45M	Sell	77,478 -3,367	-4%	-$150K	0.38%	55
2022 Q2	$3.79M	Buy	80,845 +3,377	+4%	+$158K	0.41%	48
2022 Q1	$3.85M	Buy	77,468 +6,227	+9%	+$309K	0.36%	50
2021 Q4	$3.77M	Sell	71,241 -2,245	-3%	-$119K	0.37%	47
2021 Q3	$3.91M	Buy	73,486 +2,901	+4%	+$154K	0.41%	44
2021 Q2	$3.78M	Buy	70,585 +4,012	+6%	+$215K	0.39%	43
2021 Q1	$3.51M	Buy	66,573 +2,416	+4%	+$127K	0.43%	43
2020 Q4	$3.5M	Buy	64,157 +4,073	+7%	+$222K	0.48%	42
2020 Q3	$3.27M	Buy	60,084 +8,374	+16%	+$455K	0.51%	41
2020 Q2	$2.81M	Buy	51,710 +5,526	+12%	+$300K	0.46%	44
2020 Q1	$2.42M	Sell	46,184 -3	-0%	-$157	0.48%	42
2019 Q4	$2.41M	Buy	46,187 +1,833	+4%	+$95.5K	0.39%	43
2019 Q3	$2.33M	Buy	44,354 +1,340	+3%	+$70.2K	0.41%	44
2019 Q2	$2.22M	Buy	43,014 +2,370	+6%	+$122K	0.41%	45
2019 Q1	$2.04M	Buy	40,644 +1,705	+4%	+$85.7K	0.39%	48
2018 Q4	$1.92M	Buy	38,939 +7,545	+24%	+$372K	0.41%	43
2018 Q3	$1.54M	Buy	31,394 +7,840	+33%	+$384K	0.32%	46
2018 Q2	$1.16M	Buy	23,554 +6,005	+34%	+$295K	0.24%	49
2018 Q1	$874K	Buy	17,549 +6,813	+63%	+$339K	0.19%	58
2017 Q4	$546K	Buy	+10,736	New	+$546K	0.12%	61