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