TFO Wealth Partners’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 |
-321
| Closed | -$14.6K | – | 1013 |
|
|
2023
Q3 | $14.6K | Hold |
321
| – | – | ﹤0.01% | 154 |
|
|
2023
Q2 | $14.6K | Hold |
321
| – | – | ﹤0.01% | 145 |
|
|
2023
Q1 | $14.8K | Buy |
321
+31
| +11% | +$1.43K | ﹤0.01% | 102 |
|
|
2022
Q4 | $8.72K | Sell |
290
-31
| -10% | -$932 | ﹤0.01% | 126 |
|
|
2022
Q3 | $14K | Hold |
321
| – | – | ﹤0.01% | 80 |
|
|
2022
Q2 | $15K | Buy |
+321
| New | +$15K | ﹤0.01% | 101 |
|