Twin Peaks Wealth Advisors’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 | $8.02M | Buy |
173,821
+7,649
| +5% | +$353K | 2.6% | 7 |
|
|
2025
Q1 | $7.56M | Buy |
166,172
+6,752
| +4% | +$307K | 3.44% | 5 |
|
|
2024
Q4 | $7.21M | Sell |
159,420
-14,622
| -8% | -$661K | 3.04% | 6 |
|
|
2024
Q3 | $8.2M | Buy |
174,042
+47,138
| +37% | +$2.22M | 3.78% | 6 |
|
|
2024
Q2 | $5.74M | Buy |
126,904
+12,343
| +11% | +$558K | 2.86% | 8 |
|
|
2024
Q1 | $5.22M | Buy |
114,561
+42,710
| +59% | +$1.95M | 2.9% | 9 |
|
|
2023
Q4 | $3.31M | Buy |
+71,851
| New | +$3.31M | 2.11% | 15 |
|