TPWA
TRUE Private Wealth Advisors’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 | $467K | Sell |
10,104
-18,136
| -64% | -$838K | 0.05% | 155 |
|
|
2025
Q1 | $1.3M | Sell |
28,240
-35,566
| -56% | -$1.64M | 0.16% | 83 |
|
|
2024
Q4 | $2.88M | Sell |
63,806
-85,876
| -57% | -$3.88M | 0.35% | 48 |
|
|
2024
Q3 | $7.05M | Buy |
149,682
+13,371
| +10% | +$630K | 0.84% | 22 |
|
|
2024
Q2 | $6.16M | Sell |
136,311
-5,849
| -4% | -$264K | 0.7% | 26 |
|
|
2024
Q1 | $6.48M | Buy |
142,160
+31,075
| +28% | +$1.42M | 0.74% | 24 |
|
|
2023
Q4 | $5.12M | Sell |
111,085
-16,860
| -13% | -$777K | 0.65% | 30 |
|
|
2023
Q3 | $5.59M | Buy |
127,945
+14,305
| +13% | +$625K | 0.78% | 24 |
|
|
2023
Q2 | $5.17M | Sell |
113,640
-62,228
| -35% | -$2.83M | 0.76% | 20 |
|
|
2023
Q1 | $8.12M | Buy |
175,868
+57,343
| +48% | +$2.65M | 1.2% | 15 |
|
|
2022
Q4 | $5.33M | Buy |
118,525
+2,995
| +3% | +$135K | 0.82% | 15 |
|
|
2022
Q3 | $5.14M | Buy |
115,530
+1,249
| +1% | +$55.6K | 0.78% | 14 |
|
|
2022
Q2 | $5.35M | Buy |
114,281
+8,614
| +8% | +$403K | 0.78% | 16 |
|
|
2022
Q1 | $5.04M | Buy |
105,667
+48,456
| +85% | +$2.31M | 0.71% | 20 |
|
|
2021
Q4 | $3.03M | Buy |
57,211
+2,657
| +5% | +$141K | 0.43% | 47 |
|
|
2021
Q3 | $2.9M | Buy |
54,554
+836
| +2% | +$44.5K | 0.42% | 42 |
|
|
2021
Q2 | $2.87M | Buy |
53,718
+25,661
| +91% | +$1.37M | 0.43% | 46 |
|
|
2021
Q1 | $1.48M | Buy |
+28,057
| New | +$1.48M | 0.24% | 66 |
|