Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,907
| Closed | -$870K | – | 207 |
|
|
2023
Q3 | $870K | Sell |
19,907
-537
| -3% | -$23.5K | 0.14% | 94 |
|
|
2023
Q2 | $930K | Sell |
20,444
-19,085
| -48% | -$868K | 0.15% | 89 |
|
|
2023
Q1 | $1.82M | Buy |
39,529
+29,534
| +295% | +$1.36M | 0.34% | 50 |
|
|
2022
Q4 | $449K | Sell |
9,995
-3,411
| -25% | -$153K | 0.09% | 133 |
|
|
2022
Q3 | $597K | Sell |
13,406
-7,502
| -36% | -$334K | 0.13% | 102 |
|
|
2022
Q2 | $979K | Buy |
20,908
+1,304
| +7% | +$61.1K | 0.21% | 82 |
|
|
2022
Q1 | $973K | Buy |
19,604
+2,299
| +13% | +$114K | 0.18% | 102 |
|
|
2021
Q4 | $916K | Buy |
17,305
+6,410
| +59% | +$339K | 0.17% | 128 |
|
|
2021
Q3 | $580K | Buy |
+10,895
| New | +$580K | 0.11% | 142 |
|