Strategic Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,175
| Closed | -$378K | – | 196 |
|
2021
Q1 | $378K | Sell |
7,175
-4,078
| -36% | -$215K | 0.1% | 167 |
|
2020
Q4 | $614K | Sell |
11,253
-6,799
| -38% | -$371K | 0.18% | 101 |
|
2020
Q3 | $982K | Sell |
18,052
-2,673
| -13% | -$145K | 0.33% | 63 |
|
2020
Q2 | $1.13M | Buy |
20,725
+163
| +0.8% | +$8.86K | 0.42% | 53 |
|
2020
Q1 | $1.08M | Buy |
20,562
+687
| +3% | +$36.1K | 0.5% | 51 |
|
2019
Q4 | $1.04M | Buy |
+19,875
| New | +$1.04M | 0.43% | 55 |
|