Richardson Financial Services’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
$888K Buy
19,286
+218
+1% +$10K 0.6% 40
2025
Q1
$879K Sell
19,068
-1,445
-7% -$66.6K 0.67% 36
2024
Q4
$928K Sell
20,513
-2,553
-11% -$115K 0.65% 38
2024
Q3
$1.04M Hold
23,066
0.66% 36
2024
Q2
$1.04M Sell
23,066
-1,842
-7% -$83.3K 0.75% 30
2024
Q1
$1.14M Buy
24,908
+2,676
+12% +$122K 0.8% 28
2023
Q4
$1.02M Buy
+22,232
New +$1.02M 0.9% 24