Strategic Wealth Partners’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 | $46.7K | Buy |
+1,010
| New | +$46.7K | ﹤0.01% | 498 |
|
|
2024
Q4 | – | Sell |
-4,560
| Closed | -$215K | – | 322 |
|
|
2024
Q3 | $215K | Hold |
4,560
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $206K | Buy |
+4,560
| New | +$206K | 0.02% | 280 |
|
|
2023
Q1 | – | Sell |
-6,391
| Closed | -$287K | – | 268 |
|
|
2022
Q4 | $287K | Sell |
6,391
-33,115
| -84% | -$1.49M | 0.05% | 210 |
|
|
2022
Q3 | $1.76M | Buy |
+39,506
| New | +$1.76M | 0.37% | 92 |
|