SPAS
Spectrum Planning & Advisory Services’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 | $1.74M | Sell |
37,627
-21,568
| -36% | -$997K | 1.13% | 28 |
|
|
2025
Q1 | $2.73M | Sell |
59,195
-95,224
| -62% | -$4.39M | 2.27% | 14 |
|
|
2024
Q4 | $6.98M | Buy |
154,419
+25,240
| +20% | +$1.14M | 6.06% | 5 |
|
|
2024
Q3 | $6.09M | Sell |
129,179
-26,063
| -17% | -$1.23M | 5.85% | 6 |
|
|
2024
Q2 | $7.05M | Buy |
+155,242
| New | +$7.05M | 6.8% | 2 |
|
|
2023
Q4 | $1.04M | Buy |
22,624
+1,047
| +5% | +$48.2K | 1.48% | 16 |
|
|
2023
Q3 | $943K | Sell |
21,577
-6,462
| -23% | -$282K | 1.49% | 15 |
|
|
2023
Q2 | $1.27M | Buy |
28,039
+2,295
| +9% | +$104K | 1.9% | 13 |
|
|
2023
Q1 | $1.19M | Sell |
25,744
-33,454
| -57% | -$1.54M | 1.93% | 11 |
|
|
2022
Q4 | $2.66M | Sell |
59,198
-10,176
| -15% | -$457K | 3.63% | 8 |
|
|
2022
Q3 | $3.09M | Sell |
69,374
-1,235
| -2% | -$55K | 3.12% | 11 |
|
|
2022
Q2 | $3.31M | Sell |
70,609
-7,985
| -10% | -$374K | 3.45% | 10 |
|
|
2022
Q1 | $3.9M | Buy |
78,594
+5,592
| +8% | +$278K | 3.57% | 9 |
|
|
2021
Q4 | $3.86M | Buy |
73,002
+28,177
| +63% | +$1.49M | 3.51% | 9 |
|
|
2021
Q3 | $2.39M | Buy |
44,825
+1,678
| +4% | +$89.3K | 2.34% | 15 |
|
|
2021
Q2 | $2.31M | Buy |
+43,147
| New | +$2.31M | 2.22% | 13 |
|