SWP Financial’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	$12.2M	Sell	264,701 -43,483	-14%	-$2.01M	6.72%	4
2025 Q1	$14.2M	Sell	308,184 -4,636	-1%	-$214K	8.68%	2
2024 Q4	$14.1M	Buy	312,820 +121,095	+63%	+$5.47M	8.53%	3
2024 Q3	$9.03M	Sell	191,725 -35,501	-16%	-$1.67M	5.51%	8
2024 Q2	$10.3M	Buy	+227,226	New	+$10.3M	6.79%	4