RFA
Resurgent Financial Advisors’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 | $1.89M | Sell |
40,895
-6,626
| -14% | -$306K | 1.04% | 21 |
|
|
2025
Q1 | $2.19M | Buy |
47,521
+218
| +0.5% | +$10K | 1.32% | 15 |
|
|
2024
Q4 | $2.14M | Sell |
47,303
-1,297
| -3% | -$58.6K | 1.26% | 17 |
|
|
2024
Q3 | $2.29M | Buy |
48,600
+10,164
| +26% | +$479K | 1.34% | 16 |
|
|
2024
Q2 | $1.74M | Buy |
38,436
+1,450
| +4% | +$65.6K | 1.08% | 20 |
|
|
2024
Q1 | $1.69M | Buy |
36,986
+10,283
| +39% | +$469K | 0.9% | 28 |
|
|
2023
Q4 | $1.23M | Buy |
26,703
+2,951
| +12% | +$136K | 0.76% | 28 |
|
|
2023
Q3 | $1.04M | Buy |
23,752
+1,501
| +7% | +$65.6K | 0.71% | 31 |
|
|
2023
Q2 | $1.01M | Buy |
22,251
+1,879
| +9% | +$85.4K | 0.67% | 35 |
|
|
2023
Q1 | $940K | Buy |
20,372
+8,337
| +69% | +$385K | 0.63% | 37 |
|
|
2022
Q4 | $541K | Sell |
12,035
-1,573
| -12% | -$70.7K | 0.29% | 81 |
|
|
2022
Q3 | $606K | Sell |
13,608
-232
| -2% | -$10.3K | 0.41% | 71 |
|
|
2022
Q2 | $648K | Buy |
13,840
+6,505
| +89% | +$305K | 0.42% | 68 |
|
|
2022
Q1 | $364K | Buy |
+7,335
| New | +$364K | 0.23% | 109 |
|