Vantage Financial Partners (Wisconsin)’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 | $781K | Buy |
16,892
+22
| +0.1% | +$1.02K | 0.18% | 80 |
|
|
2025
Q1 | $777K | Sell |
16,870
-1,027
| -6% | -$47.3K | 0.19% | 73 |
|
|
2024
Q4 | $809K | Sell |
17,897
-9,575
| -35% | -$433K | 0.2% | 68 |
|
|
2024
Q3 | $1.29M | Buy |
27,472
+13,486
| +96% | +$635K | 0.32% | 45 |
|
|
2024
Q2 | $632K | Sell |
13,986
-4,615
| -25% | -$209K | 0.16% | 67 |
|
|
2024
Q1 | $848K | Sell |
18,601
-797
| -4% | -$36.3K | 0.23% | 52 |
|
|
2023
Q4 | $894K | Buy |
19,398
+11,494
| +145% | +$530K | 0.26% | 45 |
|
|
2023
Q3 | $346K | Sell |
7,904
-686
| -8% | -$30K | 0.14% | 55 |
|
|
2023
Q2 | $391K | Sell |
8,590
-655
| -7% | -$29.8K | 0.15% | 50 |
|
|
2023
Q1 | $427K | Buy |
+9,245
| New | +$427K | 0.17% | 49 |
|
|
2022
Q4 | – | Sell |
-6,842
| Closed | -$304K | – | 66 |
|
|
2022
Q3 | $304K | Sell |
6,842
-316
| -4% | -$14K | 0.2% | 36 |
|
|
2022
Q2 | $335K | Sell |
7,158
-1,852
| -21% | -$86.7K | 0.2% | 37 |
|
|
2022
Q1 | $447K | Buy |
9,010
+31
| +0.3% | +$1.54K | 0.23% | 33 |
|
|
2021
Q4 | $475K | Buy |
+8,979
| New | +$475K | 0.19% | 31 |
|