Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-132
| Closed | -$7K | – | 989 |
|
|
2021
Q4 | $7K | Sell |
132
-2,459
| -95% | -$130K | ﹤0.01% | 757 |
|
|
2021
Q3 | $138K | Buy |
2,591
+2,461
| +1,893% | +$131K | 0.01% | 287 |
|
|
2021
Q2 | $7K | Hold |
130
| – | – | ﹤0.01% | 763 |
|
|
2021
Q1 | $7K | Buy |
130
+1
| +0.8% | +$54 | ﹤0.01% | 754 |
|
|
2020
Q4 | $7K | Buy |
129
+1
| +0.8% | +$54 | ﹤0.01% | 699 |
|
|
2020
Q3 | $7K | Buy |
128
+1
| +0.8% | +$55 | ﹤0.01% | 627 |
|
|
2020
Q2 | $7K | Buy |
127
+1
| +0.8% | +$55 | ﹤0.01% | 614 |
|
|
2020
Q1 | $7K | Hold |
126
| – | – | ﹤0.01% | 608 |
|
|
2019
Q4 | $7K | Buy |
126
+1
| +0.8% | +$56 | ﹤0.01% | 655 |
|
|
2019
Q3 | $7K | Buy |
125
+1
| +0.8% | +$56 | ﹤0.01% | 601 |
|
|
2019
Q2 | $6K | Buy |
124
+1
| +0.8% | +$48 | ﹤0.01% | 648 |
|
|
2019
Q1 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 674 |
|