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