WWA
WCG 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 | $19.6M | Buy |
423,274
+11,699
| +3% | +$541K | 1.27% | 17 |
|
|
2025
Q1 | $19M | Sell |
411,575
-67,246
| -14% | -$3.1M | 1.44% | 17 |
|
|
2024
Q4 | $21.6M | Buy |
478,821
+20,380
| +4% | +$921K | 1.43% | 18 |
|
|
2024
Q3 | $21.6M | Buy |
458,441
+47,802
| +12% | +$2.25M | 1.46% | 15 |
|
|
2024
Q2 | $18.6M | Buy |
410,639
+89,516
| +28% | +$4.05M | 1.38% | 17 |
|
|
2024
Q1 | $14.6M | Buy |
321,123
+171,123
| +114% | +$7.8M | 1.22% | 22 |
|
|
2023
Q4 | $6.91M | Sell |
150,000
-123,058
| -45% | -$5.67M | 0.51% | 58 |
|
|
2023
Q3 | $11.9M | Buy |
273,058
+20,266
| +8% | +$886K | 0.87% | 34 |
|
|
2023
Q2 | $11.5M | Buy |
+252,792
| New | +$11.5M | 1.34% | 22 |
|