Sugarloaf Wealth Management’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
2024
Q4
$134K Sell
2,954
-493
-14% -$22.3K 0.03% 210
2024
Q3
$162K Buy
3,447
+266
+8% +$12.5K 0.03% 198
2024
Q2
$144K Sell
3,181
-109
-3% -$4.93K 0.03% 195
2024
Q1
$150K Buy
+3,290
New +$150K 0.03% 190