Prosperity Planning’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 | – | Hold |
0
| – | -$595K | – | 69 |
|
|
2025
Q1 | – | Hold |
0
| – | -$592K | – | 67 |
|
|
2024
Q4 | – | Hold |
0
| – | -$713K | – | 69 |
|
|
2024
Q3 | – | Sell |
-13,708
| Closed | -$620K | – | 65 |
|
|
2024
Q2 | $620K | Buy |
+13,708
| New | +$620K | 0.21% | 68 |
|
|
2024
Q1 | – | Hold |
0
| – | -$484K | – | 61 |
|
|
2023
Q4 | – | Hold |
0
| – | -$503K | – | 66 |
|
|
2023
Q3 | – | Hold |
0
| – | -$519K | – | 64 |
|
|
2023
Q2 | – | Hold |
0
| – | -$475K | – | 65 |
|
|
2023
Q1 | – | Sell |
-8,276
| Closed | -$432K | – | 64 |
|
|
2022
Q4 | $432K | Hold |
8,276
| – | – | 0.21% | 60 |
|
|
2022
Q3 | $368K | Buy |
8,276
+1,458
| +21% | +$64.8K | 0.19% | 66 |
|
|
2022
Q2 | $404K | Hold |
6,818
| – | – | 0.21% | 61 |
|
|
2022
Q1 | $410K | Hold |
6,818
| – | – | 0.2% | 58 |
|
|
2021
Q4 | $361K | Sell |
6,818
-1,886
| -22% | -$99.9K | 0.18% | 59 |
|
|
2021
Q3 | $463K | Buy |
8,704
+830
| +11% | +$44.2K | 0.25% | 55 |
|
|
2021
Q2 | $421K | Buy |
+7,874
| New | +$421K | 0.26% | 55 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 53 |
|