Plante Moran Financial 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 | – | Sell |
-216
| Closed | -$9.95K | – | 820 |
|
|
2025
Q1 | $9.95K | Sell |
216
-621
| -74% | -$28.6K | ﹤0.01% | 568 |
|
|
2024
Q4 | $37.8K | Hold |
837
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $39.4K | Hold |
837
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $37.8K | Hold |
837
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $38.2K | Hold |
837
| – | – | ﹤0.01% | 399 |
|
|
2023
Q4 | $38.6K | Buy |
+837
| New | +$38.6K | ﹤0.01% | 353 |
|
|
2023
Q3 | – | Sell |
-31
| Closed | -$1.41K | – | 825 |
|
|
2023
Q2 | $1.41K | Buy |
+31
| New | +$1.41K | ﹤0.01% | 711 |
|
|
2022
Q3 | – | Sell |
-185
| Closed | -$9K | – | 965 |
|
|
2022
Q2 | $9K | Buy |
+185
| New | +$9K | ﹤0.01% | 622 |
|
|
2021
Q2 | – | Sell |
-294
| Closed | -$16K | – | 1022 |
|
|
2021
Q1 | $16K | Buy |
+294
| New | +$16K | ﹤0.01% | 566 |
|
|
2018
Q3 | – | Sell |
-1,773
| Closed | -$87K | – | 802 |
|
|
2018
Q2 | $87K | Buy |
+1,773
| New | +$87K | 0.04% | 237 |
|