Sunesis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3M | Buy |
65,038
+2,755
| +4% | +$127K | 1.63% | 11 |
|
|
2024
Q4 | $2.82M | Buy |
62,283
+655
| +1% | +$29.6K | 1.71% | 9 |
|
|
2024
Q3 | $2.9M | Buy |
61,628
+473
| +0.8% | +$22.3K | 1.75% | 9 |
|
|
2024
Q2 | $2.77M | Buy |
61,155
+464
| +0.8% | +$21K | 1.64% | 13 |
|
|
2024
Q1 | $2.77M | Buy |
60,691
+279
| +0.5% | +$12.7K | 1.62% | 13 |
|
|
2023
Q4 | $2.78M | Buy |
60,412
+3,166
| +6% | +$146K | 1.7% | 12 |
|
|
2023
Q3 | $2.5M | Buy |
+57,246
| New | +$2.5M | 1.77% | 8 |
|
|
2023
Q1 | $834K | Buy |
18,075
+3,672
| +25% | +$169K | 0.6% | 30 |
|
|
2022
Q4 | $647K | Hold |
14,403
| – | – | 0.41% | 36 |
|
|
2022
Q3 | $641K | Hold |
14,403
| – | – | 0.44% | 34 |
|
|
2022
Q2 | $674K | Hold |
14,403
| – | – | 0.44% | 35 |
|
|
2022
Q1 | $715K | Hold |
14,403
| – | – | 0.41% | 35 |
|
|
2021
Q4 | $762K | Hold |
14,403
| – | – | 0.56% | 26 |
|
|
2021
Q3 | $767K | Hold |
14,403
| – | – | 0.59% | 24 |
|
|
2021
Q2 | $770K | Hold |
14,403
| – | – | 0.59% | 24 |
|
|
2021
Q1 | $760K | Hold |
14,403
| – | – | 0.61% | 23 |
|
|
2020
Q4 | $786K | Hold |
14,403
| – | – | 0.64% | 21 |
|
|
2020
Q3 | $783K | Hold |
14,403
| – | – | 0.7% | 20 |
|
|
2020
Q2 | $783K | Hold |
14,403
| – | – | 0.72% | 20 |
|
|
2020
Q1 | $756K | Hold |
14,403
| – | – | 0.76% | 21 |
|
|
2019
Q4 | $751K | Hold |
14,403
| – | – | 0.68% | 22 |
|
|
2019
Q3 | $755K | Hold |
14,403
| – | – | 0.78% | 20 |
|
|
2019
Q2 | $744K | Hold |
14,403
| – | – | 0.8% | 20 |
|
|
2019
Q1 | $729K | Hold |
14,403
| – | – | 0.73% | 21 |
|
|
2018
Q4 | $709K | Buy |
+14,403
| New | +$709K | 0.77% | 21 |
|