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 |
|