SWM
SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.7M | Buy |
49,536
+964
| +2% | +$52.6K | 0.24% | 80 |
|
|
2020
Q3 | $2.64M | Buy |
48,572
+5,370
| +12% | +$292K | 0.26% | 75 |
|
|
2020
Q2 | $2.35M | Sell |
43,202
-427
| -1% | -$23.2K | 0.25% | 79 |
|
|
2020
Q1 | $2.29M | Buy |
43,629
+655
| +2% | +$34.4K | 0.26% | 69 |
|
|
2019
Q4 | $2.24M | Buy |
42,974
+1,039
| +2% | +$54.1K | 0.21% | 91 |
|
|
2019
Q3 | $2.2M | Buy |
41,935
+8,246
| +24% | +$432K | 0.22% | 90 |
|
|
2019
Q2 | $1.74M | Buy |
33,689
+1,357
| +4% | +$70.1K | 0.17% | 98 |
|
|
2019
Q1 | $1.64M | Buy |
32,332
+23,040
| +248% | +$1.17M | 0.16% | 104 |
|
|
2018
Q4 | $458K | Buy |
9,292
+664
| +8% | +$32.7K | 0.05% | 156 |
|
|
2018
Q3 | $424K | Buy |
8,628
+452
| +6% | +$22.2K | 0.04% | 162 |
|
|
2018
Q2 | $403K | Buy |
+8,176
| New | +$403K | 0.04% | 163 |
|