WAS
Wealth Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,927
| Closed | -$810K | – | 126 |
|
|
2023
Q2 | $810K | Hold |
17,927
| – | – | 0.22% | 67 |
|
|
2023
Q1 | $823K | Buy |
17,927
+6,132
| +52% | +$281K | 0.22% | 75 |
|
|
2022
Q4 | $529K | Hold |
11,795
| – | – | 0.14% | 88 |
|
|
2022
Q3 | $525K | Buy |
+11,795
| New | +$525K | 0.15% | 93 |
|