SPWG
Syntegra Private Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
8,539
-2,266
| -21% | -$105K | 0.04% | 122 |
|
|
2025
Q1 | $498K | Sell |
10,805
-1,585
| -13% | -$73K | 0.06% | 82 |
|
|
2024
Q4 | $560K | Sell |
12,390
-3,363
| -21% | -$152K | 0.06% | 71 |
|
|
2024
Q3 | $742K | Buy |
15,753
+3,051
| +24% | +$144K | 0.09% | 60 |
|
|
2024
Q2 | $574K | Sell |
12,702
-1,122
| -8% | -$50.7K | 0.07% | 63 |
|
|
2024
Q1 | $630K | Buy |
13,824
+4,544
| +49% | +$207K | 0.08% | 61 |
|
|
2023
Q4 | $428K | Buy |
9,280
+178
| +2% | +$8.2K | 0.06% | 73 |
|
|
2023
Q3 | $398K | Sell |
9,102
-729
| -7% | -$31.9K | 0.06% | 78 |
|
|
2023
Q2 | $447K | Buy |
9,831
+588
| +6% | +$26.7K | 0.07% | 77 |
|
|
2023
Q1 | $427K | Buy |
9,243
+460
| +5% | +$21.2K | 0.08% | 74 |
|
|
2022
Q4 | $395K | Buy |
+8,783
| New | +$395K | 0.08% | 70 |
|