RCS Financial 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 | $6.05M | Sell |
130,898
-1,480
| -1% | -$68.4K | 3.01% | 9 |
|
2025
Q1 | $6.1M | Sell |
132,378
-22,037
| -14% | -$1.02M | 3.22% | 9 |
|
2024
Q4 | $6.98M | Sell |
154,415
-45,193
| -23% | -$2.04M | 3.71% | 9 |
|
2024
Q3 | $9.41M | Buy |
199,608
+20,346
| +11% | +$959K | 5.22% | 6 |
|
2024
Q2 | $8.11M | Buy |
179,262
+54,982
| +44% | +$2.49M | 4.78% | 6 |
|
2024
Q1 | $5.67M | Sell |
124,280
-19,343
| -13% | -$882K | 3.49% | 10 |
|
2023
Q4 | $6.62M | Buy |
143,623
+31,163
| +28% | +$1.44M | 4.33% | 7 |
|
2023
Q3 | $4.92M | Buy |
112,460
+27,296
| +32% | +$1.19M | 3.76% | 8 |
|
2023
Q2 | $3.87M | Buy |
85,164
+7,075
| +9% | +$322K | 3.2% | 8 |
|
2023
Q1 | $3.6M | Buy |
78,089
+16,012
| +26% | +$739K | 3.2% | 9 |
|
2022
Q4 | $2.79M | Buy |
+62,077
| New | +$2.79M | 2.71% | 10 |
|