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