Quattro 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 | $7.22M | Sell |
156,196
-3,121
| -2% | -$144K | 2.54% | 12 |
|
2025
Q1 | $7.34M | Sell |
159,317
-364
| -0.2% | -$16.8K | 2.52% | 13 |
|
2024
Q4 | $7.24M | Sell |
159,681
-260
| -0.2% | -$11.8K | 1.87% | 16 |
|
2024
Q3 | $7.4M | Sell |
159,941
-1,198
| -0.7% | -$55.4K | 2.09% | 18 |
|
2024
Q2 | $7.29M | Buy |
161,139
+3,671
| +2% | +$166K | 1.91% | 15 |
|
2024
Q1 | $7.18M | Buy |
157,468
+157,422
| +342,222% | +$7.18M | 2.04% | 15 |
|
2023
Q4 | $1.66M | Sell |
46
-35,388
| -100% | -$1.28B | 0.57% | 36 |
|
2023
Q3 | $1.55M | Buy |
+35,434
| New | +$1.55M | 0.67% | 36 |
|