Sax Wealth Advisors’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	$7.83M	Buy	169,427 +60,659	+56%	+$2.8M	0.47%	34
2025 Q1	$5.01M	Buy	108,768 +47,979	+79%	+$2.21M	0.36%	46
2024 Q4	$2.75M	Buy	+60,789	New	+$2.75M	0.22%	61