SFG
Sovereign Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
70,455
-334
| -0.5% | -$15.4K | 0.67% | 27 |
|
|
2025
Q1 | $3.26M | Sell |
70,789
-1,322
| -2% | -$60.9K | 0.75% | 28 |
|
|
2024
Q4 | $3.26M | Sell |
72,111
-16,986
| -19% | -$768K | 0.75% | 26 |
|
|
2024
Q3 | $4.2M | Buy |
89,097
+19,374
| +28% | +$913K | 0.98% | 20 |
|
|
2024
Q2 | $3.15M | Buy |
69,723
+11,694
| +20% | +$529K | 0.79% | 25 |
|
|
2024
Q1 | $2.65M | Buy |
58,029
+18,160
| +46% | +$828K | 0.7% | 27 |
|
|
2023
Q4 | $1.84M | Sell |
39,869
-13,617
| -25% | -$627K | 0.56% | 28 |
|
|
2023
Q3 | $2.34M | Sell |
53,486
-13,850
| -21% | -$605K | 0.83% | 25 |
|
|
2023
Q2 | $3.06M | Buy |
67,336
+17,078
| +34% | +$777K | 1% | 22 |
|
|
2023
Q1 | $2.32M | Buy |
50,258
+9,937
| +25% | +$459K | 0.86% | 26 |
|
|
2022
Q4 | $1.81M | Buy |
40,321
+19,942
| +98% | +$896K | 0.71% | 37 |
|
|
2022
Q3 | $907K | Sell |
20,379
-1,365
| -6% | -$60.8K | 0.37% | 66 |
|
|
2022
Q2 | $1.02M | Buy |
21,744
+5,513
| +34% | +$258K | 0.4% | 62 |
|
|
2022
Q1 | $806K | Buy |
16,231
+2,150
| +15% | +$107K | 0.3% | 84 |
|
|
2021
Q4 | $745K | Buy |
+14,081
| New | +$745K | 0.3% | 83 |
|