The Wealth Group’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
$1.85M Sell
39,967
-3,081
-7% -$142K 0.47% 27
2025
Q1
$1.98M Sell
43,048
-32,107
-43% -$1.48M 0.58% 21
2024
Q4
$3.4M Sell
75,155
-97,270
-56% -$4.4M 0.98% 11
2024
Q3
$8.12M Sell
172,425
-278,208
-62% -$13.1M 2.37% 10
2024
Q2
$20.4M Sell
450,633
-71,571
-14% -$3.24M 6.16% 6
2024
Q1
$23.4M Buy
522,204
+20,883
+4% +$936K 7.21% 3
2023
Q4
$22.9M Buy
+501,321
New +$22.9M 7.56% 3