SAI
Savvy Advisors Inc’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 | $52.2M | Buy |
1,129,771
+192,240
| +21% | +$8.89M | 3.48% | 3 |
|
2025
Q1 | $43.2M | Buy |
937,531
+297,383
| +46% | +$13.7M | 4.34% | 3 |
|
2024
Q4 | $28.9M | Buy |
640,148
+169,004
| +36% | +$7.64M | 3.48% | 4 |
|
2024
Q3 | $22.2M | Buy |
471,144
+232,271
| +97% | +$10.9M | 4.51% | 2 |
|
2024
Q2 | $10.8M | Buy |
238,873
+97,478
| +69% | +$4.41M | 3.52% | 3 |
|
2024
Q1 | $6.45M | Buy |
141,395
+82,049
| +138% | +$3.74M | 3.72% | 3 |
|
2023
Q4 | $2.73M | Buy |
+59,346
| New | +$2.73M | 2.65% | 5 |
|