Smith Salley 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
Q1 | – | Sell |
-244,507
| Closed | -$11.1M | – | 254 |
|
|
2024
Q4 | $11.1M | Buy |
244,507
+6,037
| +3% | +$273K | 0.71% | 41 |
|
|
2024
Q3 | $11.2M | Buy |
238,470
+9,763
| +4% | +$460K | 0.73% | 43 |
|
|
2024
Q2 | $10.3M | Buy |
228,707
+3,463
| +2% | +$157K | 0.74% | 42 |
|
|
2024
Q1 | $10.3M | Sell |
225,244
-28,252
| -11% | -$1.29M | 0.8% | 40 |
|
|
2023
Q4 | $11.7M | Buy |
253,496
+6,092
| +2% | +$281K | 0.75% | 41 |
|
|
2023
Q3 | $10.8M | Buy |
247,404
+5,506
| +2% | +$241K | 0.8% | 42 |
|
|
2023
Q2 | $11M | Buy |
241,898
+12,135
| +5% | +$552K | 0.81% | 40 |
|
|
2023
Q1 | $10.6M | Buy |
229,763
+10,772
| +5% | +$497K | 0.84% | 40 |
|
|
2022
Q4 | $9.84M | Buy |
218,991
+7,346
| +3% | +$330K | 0.84% | 40 |
|
|
2022
Q3 | $9.42M | Buy |
211,645
+8,027
| +4% | +$357K | 0.88% | 39 |
|
|
2022
Q2 | $9.53M | Sell |
203,618
-41,407
| -17% | -$1.94M | 0.82% | 42 |
|
|
2022
Q1 | $12.2M | Buy |
245,025
+38,444
| +19% | +$1.91M | 0.92% | 39 |
|
|
2021
Q4 | $10.9M | Buy |
206,581
+25,679
| +14% | +$1.36M | 0.77% | 43 |
|
|
2021
Q3 | $9.63M | Buy |
180,902
+47,072
| +35% | +$2.51M | 0.76% | 42 |
|
|
2021
Q2 | $7.16M | Buy |
133,830
+98,812
| +282% | +$5.29M | 0.58% | 48 |
|
|
2021
Q1 | $1.85M | Buy |
+35,018
| New | +$1.85M | 0.17% | 93 |
|