Sowell Financial Services’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
Q2 | $950K | Sell |
20,543
-4,748
| -19% | -$219K | 0.04% | 427 |
|
|
2025
Q1 | $1.17M | Sell |
25,291
-2,597
| -9% | -$120K | 0.05% | 350 |
|
|
2024
Q4 | $1.26M | Sell |
27,888
-169,489
| -86% | -$7.66M | 0.07% | 279 |
|
|
2024
Q3 | $9.3M | Sell |
197,377
-15,913
| -7% | -$750K | 0.43% | 50 |
|
|
2024
Q2 | $9.65M | Sell |
213,290
-13,987
| -6% | -$632K | 0.46% | 45 |
|
|
2024
Q1 | $10.4M | Buy |
227,277
+25,703
| +13% | +$1.17M | 0.49% | 42 |
|
|
2023
Q4 | $9.29M | Buy |
201,574
+10,035
| +5% | +$462K | 0.5% | 43 |
|
|
2023
Q3 | $8.37M | Buy |
191,539
+77,948
| +69% | +$3.41M | 0.53% | 39 |
|
|
2023
Q2 | $5.17M | Buy |
113,591
+71,738
| +171% | +$3.26M | 0.29% | 87 |
|
|
2023
Q1 | $1.93M | Buy |
41,853
+2,342
| +6% | +$108K | 0.15% | 159 |
|
|
2022
Q4 | $1.78M | Buy |
39,511
+8,341
| +27% | +$375K | 0.11% | 207 |
|
|
2022
Q3 | $1.39M | Buy |
+31,170
| New | +$1.39M | 0.14% | 191 |
|
|
2022
Q1 | – | Sell |
-25,119
| Closed | -$1.33M | – | 340 |
|
|
2021
Q4 | $1.33M | Buy |
25,119
+5,680
| +29% | +$301K | 0.08% | 274 |
|
|
2021
Q3 | $1.04M | Sell |
19,439
-4,930
| -20% | -$262K | 0.07% | 290 |
|
|
2021
Q2 | $1.3M | Sell |
24,369
-2,621
| -10% | -$140K | 0.09% | 263 |
|
|
2021
Q1 | $1.44M | Buy |
26,990
+21,695
| +410% | +$1.15M | 0.05% | 315 |
|
|
2020
Q4 | $289K | Buy |
5,295
+1,297
| +32% | +$70.8K | 0.01% | 711 |
|
|
2020
Q3 | $217K | Buy |
3,998
+1,002
| +33% | +$54.4K | 0.01% | 704 |
|
|
2020
Q2 | $163K | Buy |
2,996
+356
| +13% | +$19.4K | 0.01% | 795 |
|
|
2020
Q1 | $139K | Buy |
2,640
+35
| +1% | +$1.84K | 0.01% | 757 |
|
|
2019
Q4 | $136K | Sell |
2,605
-77
| -3% | -$4.02K | 0.01% | 823 |
|
|
2019
Q3 | $141K | Buy |
+2,682
| New | +$141K | 0.01% | 736 |
|