Regimen Wealth’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 | $5.84M | Sell |
126,420
-32,417
| -20% | -$1.5M | 1.81% | 17 |
|
2025
Q1 | $7.32M | Sell |
158,837
-1,082
| -0.7% | -$49.8K | 2.35% | 16 |
|
2024
Q4 | $7.21M | Buy |
159,919
+23,538
| +17% | +$1.06M | 2.35% | 16 |
|
2024
Q3 | $6.43M | Buy |
136,381
+1,690
| +1% | +$79.6K | 2.08% | 18 |
|
2024
Q2 | $6.09M | Buy |
134,691
+41,655
| +45% | +$1.88M | 2.1% | 18 |
|
2024
Q1 | $4.24M | Buy |
93,036
+298
| +0.3% | +$13.6K | 1.47% | 18 |
|
2023
Q4 | $4.27M | Sell |
92,738
-9,206
| -9% | -$424K | 1.64% | 17 |
|
2023
Q3 | $4.46M | Buy |
101,944
+915
| +0.9% | +$40K | 1.83% | 18 |
|
2023
Q2 | $4.59M | Buy |
101,029
+9,416
| +10% | +$428K | 1.9% | 18 |
|
2023
Q1 | $4.34M | Buy |
91,613
+11,154
| +14% | +$528K | 1.88% | 18 |
|
2022
Q4 | $3.61M | Buy |
+80,459
| New | +$3.61M | 2.42% | 11 |
|