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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