Vertex Planning Partners’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 | $6.42M | Sell |
138,858
-26,732
| -16% | -$1.24M | 1.34% | 19 |
|
|
2025
Q1 | $7.63M | Buy |
165,590
+120,021
| +263% | +$5.53M | 1.67% | 17 |
|
|
2024
Q4 | $2.06M | Sell |
45,569
-12,809
| -22% | -$579K | 0.45% | 41 |
|
|
2024
Q3 | $2.75M | Buy |
58,378
+12,942
| +28% | +$610K | 0.66% | 28 |
|
|
2024
Q2 | $2.05M | Buy |
45,436
+280
| +0.6% | +$12.7K | 0.53% | 29 |
|
|
2024
Q1 | $2.06M | Buy |
45,156
+22,356
| +98% | +$1.02M | 0.57% | 25 |
|
|
2023
Q4 | $1.05M | Buy |
22,800
+2,330
| +11% | +$107K | 0.31% | 40 |
|
|
2023
Q3 | $895K | Buy |
20,470
+698
| +4% | +$30.5K | 0.31% | 42 |
|
|
2023
Q2 | $899K | Buy |
19,772
+1,248
| +7% | +$56.7K | 0.31% | 46 |
|
|
2023
Q1 | $855K | Buy |
18,524
+1,908
| +11% | +$88.1K | 0.32% | 42 |
|
|
2022
Q4 | $747K | Buy |
+16,616
| New | +$747K | 0.29% | 49 |
|