Wealth Enhancement Advisory Services’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 | $4.65M | Sell |
101,288
-27,930
| -22% | -$1.28M | 0.01% | 928 |
|
|
2025
Q1 | $5.95M | Sell |
129,218
-82,946
| -39% | -$3.82M | 0.01% | 761 |
|
|
2024
Q4 | $9.59M | Buy |
212,164
+103,966
| +96% | +$4.7M | 0.02% | 572 |
|
|
2024
Q3 | $5.1M | Sell |
108,198
-8,323
| -7% | -$392K | 0.01% | 713 |
|
|
2024
Q2 | $5.27M | Sell |
116,521
-3,345
| -3% | -$151K | 0.01% | 670 |
|
|
2024
Q1 | $5.46M | Sell |
119,866
-30,090
| -20% | -$1.37M | 0.01% | 638 |
|
|
2023
Q4 | $6.91M | Buy |
149,956
+13,301
| +10% | +$613K | 0.02% | 516 |
|
|
2023
Q3 | $5.97M | Buy |
+136,655
| New | +$5.97M | 0.02% | 535 |
|
|
2022
Q2 | – | Sell |
-4,769
| Closed | -$236K | – | 352 |
|
|
2022
Q1 | $236K | Sell |
4,769
-10,174
| -68% | -$503K | ﹤0.01% | 300 |
|
|
2021
Q4 | $772K | Buy |
14,943
+8,407
| +129% | +$434K | 0.01% | 235 |
|
|
2021
Q3 | $347K | Buy |
6,536
+6
| +0.1% | +$319 | 0.01% | 261 |
|
|
2021
Q2 | $351K | Buy |
6,530
+246
| +4% | +$13.2K | 0.01% | 247 |
|
|
2021
Q1 | $333K | Buy |
+6,284
| New | +$333K | 0.01% | 238 |
|