WealthPlan Investment Management’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 | $10.9M | Buy |
+236,764
| New | +$10.9M | 0.8% | 41 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$91 | – | 249 |
|
|
2023
Q2 | $91 | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $92 | Sell |
2
-39,094
| -100% | -$1.8M | ﹤0.01% | 439 |
|
|
2022
Q4 | $1.79M | Buy |
39,096
+2,999
| +8% | +$137K | 0.13% | 132 |
|
|
2022
Q3 | $1.66M | Buy |
+36,097
| New | +$1.66M | 0.12% | 127 |
|
|
2022
Q1 | $1.94M | Buy |
+40,722
| New | +$1.94M | 0.13% | 120 |
|