ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,923
| Closed | -$845K | – | 93 |
|
|
2024
Q3 | $845K | Buy |
17,923
+3,025
| +20% | +$143K | 0.41% | 41 |
|
|
2024
Q2 | $674K | Buy |
14,898
+391
| +3% | +$17.7K | 0.35% | 48 |
|
|
2024
Q1 | $661K | Buy |
14,507
+1,302
| +10% | +$59.4K | 0.36% | 49 |
|
|
2023
Q4 | $608K | Buy |
13,205
+545
| +4% | +$25.1K | 0.37% | 48 |
|
|
2023
Q3 | $553K | Buy |
12,660
+420
| +3% | +$18.4K | 0.38% | 47 |
|
|
2023
Q2 | $557K | Sell |
12,240
-56
| -0.5% | -$2.55K | 0.37% | 42 |
|
|
2023
Q1 | $567K | Buy |
12,296
+757
| +7% | +$34.9K | 0.4% | 47 |
|
|
2022
Q4 | $518K | Sell |
11,539
-31,827
| -73% | -$1.43M | 0.37% | 51 |
|
|
2022
Q3 | $1.93M | Buy |
43,366
+7,462
| +21% | +$332K | 1.47% | 19 |
|
|
2022
Q2 | $1.68M | Sell |
35,904
-9,593
| -21% | -$449K | 1.21% | 23 |
|
|
2022
Q1 | $2.26M | Buy |
+45,497
| New | +$2.26M | 1.19% | 28 |
|