WBH Advisory’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
$1.42M Sell
30,664
-1,785
-6% -$82.5K 0.12% 126
2025
Q1
$1.5M Sell
32,449
-5,942
-15% -$274K 0.14% 114
2024
Q4
$1.74M Sell
38,391
-573
-1% -$25.9K 0.16% 105
2024
Q3
$1.84M Sell
38,964
-2,305
-6% -$109K 0.17% 104
2024
Q2
$1.87M Sell
41,269
-832
-2% -$37.6K 0.19% 91
2024
Q1
$1.92M Sell
42,101
-811
-2% -$37K 0.2% 96
2023
Q4
$1.98M Sell
42,912
-4,237
-9% -$195K 0.22% 89
2023
Q3
$2.06M Sell
47,149
-4,729
-9% -$207K 0.25% 82
2023
Q2
$2.36M Buy
51,878
+3,563
+7% +$162K 0.28% 79
2023
Q1
$2.23M Buy
+48,315
New +$2.23M 0.28% 83
2022
Q3
$1.96M Sell
43,936
-2,532
-5% -$113K 0.28% 80
2022
Q2
$2.18M Buy
46,468
+30,992
+200% +$1.45M 0.29% 78
2022
Q1
$742K Buy
+15,476
New +$742K 0.09% 175