TSWM
Triangle Securities Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.7M | Buy |
188,144
+62
| +0% | +$2.87K | 2.14% | 7 |
|
|
2025
Q1 | $8.67M | Sell |
188,082
-1,699
| -0.9% | -$78.3K | 2.23% | 7 |
|
|
2024
Q4 | $8.58M | Buy |
189,781
+5,112
| +3% | +$231K | 2.2% | 8 |
|
|
2024
Q3 | $8.7M | Buy |
184,669
+3,124
| +2% | +$147K | 2.25% | 6 |
|
|
2024
Q2 | $8.21M | Buy |
181,545
+20,077
| +12% | +$908K | 2.32% | 6 |
|
|
2024
Q1 | $7.36M | Buy |
161,468
+12,585
| +8% | +$574K | 2.1% | 8 |
|
|
2023
Q4 | $6.86M | Buy |
148,883
+25,372
| +21% | +$1.17M | 2.13% | 8 |
|
|
2023
Q3 | $5.4M | Buy |
123,511
+42,063
| +52% | +$1.84M | 1.92% | 11 |
|
|
2023
Q2 | $3.7M | Buy |
81,448
+14,609
| +22% | +$664K | 1.27% | 18 |
|
|
2023
Q1 | $3.08M | Buy |
66,839
+29,828
| +81% | +$1.38M | 1.1% | 21 |
|
|
2022
Q4 | $1.66M | Buy |
+37,011
| New | +$1.66M | 0.61% | 54 |
|