Robertson Stephens Wealth Management’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 | $3.71M | Buy |
80,338
+3,822
| +5% | +$177K | 0.12% | 127 |
|
|
2025
Q1 | $3.53M | Sell |
76,516
-15,891
| -17% | -$732K | 0.12% | 136 |
|
|
2024
Q4 | $4.18M | Sell |
92,407
-47,697
| -34% | -$2.16M | 0.15% | 125 |
|
|
2024
Q3 | $6.6M | Buy |
140,104
+25,363
| +22% | +$1.2M | 0.24% | 88 |
|
|
2024
Q2 | $5.19M | Buy |
114,741
+10,126
| +10% | +$458K | 0.26% | 67 |
|
|
2024
Q1 | $4.77M | Buy |
104,615
+35,794
| +52% | +$1.63M | 0.25% | 63 |
|
|
2023
Q4 | $3.17M | Sell |
68,821
-110,808
| -62% | -$5.1M | 0.19% | 96 |
|
|
2023
Q3 | $7.85M | Buy |
179,629
+59,284
| +49% | +$2.59M | 0.53% | 38 |
|
|
2023
Q2 | $5.47M | Buy |
120,345
+6,866
| +6% | +$312K | 0.39% | 58 |
|
|
2023
Q1 | $5.24M | Buy |
113,479
+27,523
| +32% | +$1.27M | 0.4% | 51 |
|
|
2022
Q4 | $3.86M | Buy |
85,956
+39,777
| +86% | +$1.79M | 0.38% | 59 |
|
|
2022
Q3 | $2.05M | Sell |
46,179
-17,934
| -28% | -$798K | 0.21% | 90 |
|
|
2022
Q2 | $3M | Sell |
64,113
-24,355
| -28% | -$1.14M | 0.28% | 78 |
|
|
2022
Q1 | $4.39M | Buy |
88,468
+16,117
| +22% | +$800K | 0.37% | 55 |
|
|
2021
Q4 | $3.83M | Buy |
72,351
+3,365
| +5% | +$178K | 0.32% | 66 |
|
|
2021
Q3 | $3.67M | Buy |
68,986
+20,557
| +42% | +$1.09M | 0.41% | 47 |
|
|
2021
Q2 | $2.59M | Buy |
48,429
+30,414
| +169% | +$1.63M | 0.31% | 60 |
|
|
2021
Q1 | $950K | Buy |
+18,015
| New | +$950K | 0.15% | 108 |
|