SHFA
SC&H Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,502
| Closed | -$1.11M | – | 143 |
|
|
2023
Q3 | $1.11M | Buy |
25,502
+204
| +0.8% | +$8.92K | 0.37% | 51 |
|
|
2023
Q2 | $1.15M | Buy |
25,298
+194
| +0.8% | +$8.82K | 0.38% | 47 |
|
|
2023
Q1 | $1.16M | Buy |
25,104
+123
| +0.5% | +$5.68K | 0.42% | 47 |
|
|
2022
Q4 | $1.12M | Buy |
+24,981
| New | +$1.12M | 0.47% | 48 |
|
|
2022
Q2 | – | Sell |
-17,240
| Closed | -$856K | – | 149 |
|
|
2022
Q1 | $856K | Buy |
+17,240
| New | +$856K | 0.41% | 56 |
|