Tempus Wealth Planning’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 | $2.17M | Sell |
47,012
-2,410
| -5% | -$111K | 0.54% | 48 |
|
2025
Q1 | $2.28M | Sell |
49,422
-5,408
| -10% | -$249K | 0.68% | 40 |
|
2024
Q4 | $2.48M | Buy |
54,830
+277
| +0.5% | +$12.5K | 0.76% | 35 |
|
2024
Q3 | $2.57M | Buy |
54,553
+8,486
| +18% | +$400K | 0.94% | 24 |
|
2024
Q2 | $2.08M | Buy |
46,067
+2,557
| +6% | +$116K | 0.87% | 26 |
|
2024
Q1 | $1.98M | Buy |
43,510
+2,433
| +6% | +$111K | 0.87% | 26 |
|
2023
Q4 | $1.89M | Buy |
41,077
+8,910
| +28% | +$410K | 0.83% | 31 |
|
2023
Q3 | $1.41M | Buy |
32,167
+1,819
| +6% | +$79.5K | 0.71% | 28 |
|
2023
Q2 | $1.38M | Buy |
30,348
+1,741
| +6% | +$79.2K | 0.62% | 45 |
|
2023
Q1 | $1.32M | Buy |
28,607
+193
| +0.7% | +$8.91K | 0.65% | 36 |
|
2022
Q4 | $1.28M | Sell |
28,414
-14
| -0% | -$629 | 0.78% | 30 |
|
2022
Q3 | $1.27M | Buy |
28,428
+19,775
| +229% | +$880K | 0.84% | 30 |
|
2022
Q2 | $405K | Buy |
+8,653
| New | +$405K | 0.33% | 82 |
|