Simplicity Wealth’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 | $29.2M | Buy |
632,077
+266,321
| +73% | +$12.3M | 1.22% | 14 |
|
|
2025
Q1 | $16.9M | Buy |
365,756
+218,407
| +148% | +$10.1M | 1.31% | 13 |
|
|
2024
Q4 | $6.66M | Sell |
147,349
-312,127
| -68% | -$14.1M | 1.39% | 15 |
|
|
2024
Q3 | $21.7M | Buy |
459,476
+107,650
| +31% | +$5.07M | 2.01% | 9 |
|
|
2024
Q2 | $15.9M | Buy |
351,826
+57,270
| +19% | +$2.59M | 0.36% | 49 |
|
|
2024
Q1 | $13.4M | Buy |
294,556
+98,745
| +50% | +$4.5M | 0.32% | 60 |
|
|
2023
Q4 | $9.02M | Buy |
195,811
+47,337
| +32% | +$2.18M | 3.49% | 6 |
|
|
2023
Q3 | $6.49M | Buy |
148,474
+52,755
| +55% | +$2.31M | 3.8% | 10 |
|
|
2023
Q2 | $4.35M | Buy |
95,719
+19,383
| +25% | +$881K | 2.71% | 12 |
|
|
2023
Q1 | $3.52M | Buy |
76,336
+53,535
| +235% | +$2.47M | 2.34% | 14 |
|
|
2022
Q4 | $1.02M | Buy |
22,801
+18,030
| +378% | +$810K | 0.9% | 21 |
|
|
2022
Q3 | $212K | Buy |
+4,771
| New | +$212K | 0.28% | 67 |
|