Pinnacle Family 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 | $701K | Sell |
15,166
-3,914
| -21% | -$181K | 0.34% | 55 |
|
|
2025
Q1 | $879K | Sell |
19,080
-5,046
| -21% | -$233K | 0.48% | 47 |
|
|
2024
Q4 | $1.09M | Buy |
24,126
+4,072
| +20% | +$184K | 0.53% | 40 |
|
|
2024
Q3 | $945K | Sell |
20,054
-113
| -0.6% | -$5.32K | 0.49% | 43 |
|
|
2024
Q2 | $912K | Sell |
20,167
-217
| -1% | -$9.81K | 0.5% | 37 |
|
|
2024
Q1 | $929K | Buy |
20,384
+7,443
| +58% | +$339K | 0.5% | 36 |
|
|
2023
Q4 | $596K | Sell |
12,941
-250
| -2% | -$11.5K | 0.35% | 45 |
|
|
2023
Q3 | $577K | Sell |
13,191
-1,763
| -12% | -$77.1K | 0.33% | 47 |
|
|
2023
Q2 | $680K | Buy |
14,954
+1,060
| +8% | +$48.2K | 0.37% | 46 |
|
|
2023
Q1 | $641K | Buy |
13,894
+717
| +5% | +$33.1K | 0.39% | 51 |
|
|
2022
Q4 | $592K | Buy |
13,177
+3,054
| +30% | +$137K | 0.42% | 42 |
|
|
2022
Q3 | $450K | Sell |
10,123
-169
| -2% | -$7.51K | 0.39% | 45 |
|
|
2022
Q2 | $482K | Buy |
10,292
+398
| +4% | +$18.6K | 0.39% | 54 |
|
|
2022
Q1 | $491K | Buy |
9,894
+1,277
| +15% | +$63.4K | 0.26% | 69 |
|
|
2021
Q4 | $456K | Buy |
8,617
+3,480
| +68% | +$184K | 0.21% | 68 |
|
|
2021
Q3 | $273K | Buy |
5,137
+17
| +0.3% | +$903 | 0.12% | 111 |
|
|
2021
Q2 | $274K | Buy |
+5,120
| New | +$274K | 0.12% | 107 |
|