SFSG
Sound Financial Strategies Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-396
| Closed | -$22K | – | 92 |
|
2020
Q4 | $22K | Sell |
396
-28,689
| -99% | -$1.59M | 0.01% | 77 |
|
2020
Q3 | $1.58M | Sell |
29,085
-188
| -0.6% | -$10.2K | 1% | 8 |
|
2020
Q2 | $1.59M | Buy |
29,273
+327
| +1% | +$17.8K | 1.03% | 8 |
|
2020
Q1 | $1.52M | Buy |
28,946
+28,479
| +6,098% | +$1.5M | 1.03% | 10 |
|
2019
Q4 | $24K | Buy |
+467
| New | +$24K | 0.02% | 64 |
|