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 |
|