SE
Summit Equities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.53M | Buy |
71,922
+611
| +0.9% | +$30K | 0.59% | 9 |
|
|
2018
Q2 | $3.52M | Buy |
71,311
+3,529
| +5% | +$174K | 0.61% | 9 |
|
|
2018
Q1 | $3.39M | Buy |
67,782
+4,270
| +7% | +$213K | 0.59% | 9 |
|
|
2017
Q4 | $3.23M | Buy |
63,512
+12,935
| +26% | +$658K | 0.55% | 9 |
|
|
2017
Q3 | $2.58M | Buy |
50,577
+9,029
| +22% | +$461K | 0.48% | 10 |
|
|
2017
Q2 | $2.12M | Buy |
41,548
+18,136
| +77% | +$924K | 0.43% | 9 |
|
|
2017
Q1 | $1.18M | Buy |
23,412
+9,802
| +72% | +$495K | 0.27% | 11 |
|
|
2016
Q4 | $684K | Buy |
13,610
+6,619
| +95% | +$333K | 0.17% | 20 |
|
|
2016
Q3 | $364K | Buy |
+6,991
| New | +$364K | 0.1% | 20 |
|