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