SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,790
| Closed | -$207K | – | 89 |
|
|
2023
Q3 | $207K | Hold |
4,790
| – | – | 0.11% | 83 |
|
|
2023
Q2 | $215K | Buy |
+4,790
| New | +$215K | 0.11% | 109 |
|
|
2022
Q4 | $315K | Sell |
6,800
-832
| -11% | -$38.5K | 0.17% | 82 |
|
|
2022
Q3 | $340K | Sell |
7,632
-2,429
| -24% | -$108K | 0.15% | 85 |
|
|
2022
Q2 | $471K | Sell |
10,061
-1,008
| -9% | -$47.2K | 0.17% | 77 |
|
|
2022
Q1 | $549K | Sell |
11,069
-3,239
| -23% | -$161K | 0.2% | 62 |
|
|
2021
Q4 | $757K | Buy |
14,308
+6,863
| +92% | +$363K | 0.31% | 43 |
|
|
2021
Q3 | $396K | Buy |
+7,445
| New | +$396K | 0.21% | 52 |
|