QWP
Quotient Wealth Partners’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
40,302
+1,486
| +4% | +$68.7K | 0.05% | 79 |
|
|
2025
Q1 | $1.79M | Buy |
38,816
+3,527
| +10% | +$163K | 0.06% | 76 |
|
|
2024
Q4 | $1.6M | Buy |
35,289
+1,836
| +5% | +$83K | 0.05% | 80 |
|
|
2024
Q3 | $1.58M | Sell |
33,453
-8,513
| -20% | -$401K | 0.05% | 75 |
|
|
2024
Q2 | $1.9M | Sell |
41,966
-84,112
| -67% | -$3.8M | 0.07% | 65 |
|
|
2024
Q1 | $5.75M | Sell |
126,078
-85,456
| -40% | -$3.9M | 0.21% | 37 |
|
|
2023
Q4 | $9.75M | Buy |
+211,534
| New | +$9.75M | 0.38% | 34 |
|