SOA 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 | $2.02K | Buy |
44
+1
| +2% | +$46 | ﹤0.01% | 715 |
|
|
2025
Q1 | $1.99K | Hold |
43
| – | – | ﹤0.01% | 701 |
|
|
2024
Q4 | $1.94K | Buy |
43
+1
| +2% | +$45 | ﹤0.01% | 691 |
|
|
2024
Q3 | $1.99K | Hold |
42
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $1.89K | Buy |
42
+1
| +2% | +$45 | ﹤0.01% | 679 |
|
|
2024
Q1 | $1.89K | Hold |
41
| – | – | ﹤0.01% | 712 |
|
|
2023
Q4 | $1.9K | Hold |
41
| – | – | ﹤0.01% | 705 |
|
|
2023
Q3 | $1.78K | Buy |
41
+1
| +3% | +$43 | ﹤0.01% | 727 |
|
|
2023
Q2 | $1.83K | Hold |
40
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $1.85K | Hold |
40
| – | – | ﹤0.01% | 738 |
|
|
2022
Q4 | $1.79K | Buy |
40
+1
| +3% | +$45 | ﹤0.01% | 748 |
|
|
2022
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 776 |
|
|
2022
Q2 | $1K | Buy |
39
+1
| +3% | +$26 | ﹤0.01% | 762 |
|
|
2022
Q1 | $1K | Hold |
38
| – | – | ﹤0.01% | 850 |
|
|
2021
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 776 |
|
|
2021
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $2K | Sell |
38
-86
| -69% | -$4.53K | ﹤0.01% | 773 |
|
|
2021
Q1 | $6K | Buy |
124
+86
| +226% | +$4.16K | ﹤0.01% | 595 |
|
|
2020
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 692 |
|