Shira Ridge Wealth Management’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 | $4.18M | Sell |
90,437
-2,625
| -3% | -$121K | 1.91% | 15 |
|
|
2025
Q1 | $4.29M | Sell |
93,062
-4,867
| -5% | -$224K | 2.14% | 15 |
|
|
2024
Q4 | $4.43M | Buy |
97,929
+23,874
| +32% | +$1.08M | 2.17% | 14 |
|
|
2024
Q3 | $3.49M | Buy |
74,055
+55,294
| +295% | +$2.61M | 1.78% | 14 |
|
|
2024
Q2 | $848K | Buy |
18,761
+1,137
| +6% | +$51.4K | 0.47% | 34 |
|
|
2024
Q1 | $803K | Buy |
17,624
+424
| +2% | +$19.3K | 0.46% | 36 |
|
|
2023
Q4 | $792K | Sell |
17,200
-1,592
| -8% | -$73.3K | 0.48% | 35 |
|
|
2023
Q3 | $821K | Buy |
18,792
+1,276
| +7% | +$55.8K | 0.54% | 32 |
|
|
2023
Q2 | $796K | Buy |
17,516
+2,863
| +20% | +$130K | 0.5% | 32 |
|
|
2023
Q1 | $676K | Buy |
+14,653
| New | +$676K | 0.45% | 36 |
|