SWA
SFMG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
8,905
+910
| +11% | +$42.1K | 0.03% | 176 |
|
|
2025
Q1 | $368K | Buy |
7,995
+1,016
| +15% | +$46.8K | 0.03% | 175 |
|
|
2024
Q4 | $315K | Sell |
6,979
-108
| -2% | -$4.88K | 0.02% | 194 |
|
|
2024
Q3 | $334K | Buy |
7,087
+1,044
| +17% | +$49.2K | 0.03% | 189 |
|
|
2024
Q2 | $273K | Buy |
6,043
+1,293
| +27% | +$58.5K | 0.02% | 203 |
|
|
2024
Q1 | $217K | Buy |
+4,750
| New | +$217K | 0.02% | 238 |
|