Seneca Financial 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 | $2.77M | Buy |
59,930
+24,340
| +68% | +$1.13M | 1.07% | 21 |
|
|
2025
Q1 | $1.64M | Sell |
35,590
-874
| -2% | -$40.3K | 0.79% | 21 |
|
|
2024
Q4 | $1.65M | Buy |
36,464
+56
| +0.2% | +$2.53K | 0.82% | 21 |
|
|
2024
Q3 | $1.72M | Buy |
36,408
+300
| +0.8% | +$14.1K | 0.83% | 21 |
|
|
2024
Q2 | $1.63M | Sell |
36,108
-14,942
| -29% | -$676K | 0.85% | 23 |
|
|
2024
Q1 | $2.33M | Sell |
51,050
-6,282
| -11% | -$286K | 1.24% | 20 |
|
|
2023
Q4 | $2.64M | Buy |
+57,332
| New | +$2.64M | 1.53% | 17 |
|