SWC
Spectrum Wealth Counsel’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
Q1 | $20.8M | Sell |
450,995
-9,963
| -2% | -$459K | 2.49% | 7 |
|
|
2024
Q4 | $20.8M | Sell |
460,958
-46,908
| -9% | -$2.12M | 2.45% | 7 |
|
|
2024
Q3 | $23.9M | Buy |
507,866
+75,081
| +17% | +$3.54M | 2.83% | 6 |
|
|
2024
Q2 | $19.6M | Buy |
432,785
+111,997
| +35% | +$5.06M | 2.48% | 8 |
|
|
2024
Q1 | $14.6M | Sell |
320,788
-985
| -0.3% | -$44.9K | 1.79% | 10 |
|
|
2023
Q4 | $14.8M | Buy |
+321,773
| New | +$14.8M | 2.05% | 9 |
|