Pinion Investment 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
$2.66M Sell
57,444
-29,116
-34% -$1.35M 0.92% 24
2025
Q1
$3.99M Buy
86,560
+26,686
+45% +$1.23M 0.88% 23
2024
Q4
$2.71M Buy
59,874
+25,149
+72% +$1.14M 1.08% 20
2024
Q3
$1.64M Buy
34,725
+21,888
+171% +$1.03M 0.69% 28
2024
Q2
$580K Buy
+12,837
New +$580K 0.29% 67