WealthPLAN Partners’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 | $2.83M | Sell |
61,291
-16,328
| -21% | -$755K | 0.46% | 65 |
|
|
2025
Q1 | $3.58M | Buy |
77,619
+1,701
| +2% | +$78.4K | 0.5% | 66 |
|
|
2024
Q4 | $3.43M | Sell |
75,918
-13,266
| -15% | -$600K | 0.49% | 66 |
|
|
2024
Q3 | $4.2M | Buy |
89,184
+7,543
| +9% | +$355K | 0.56% | 61 |
|
|
2024
Q2 | $3.69M | Buy |
81,641
+2,741
| +3% | +$124K | 0.4% | 76 |
|
|
2024
Q1 | $3.6M | Buy |
78,900
+34,072
| +76% | +$1.55M | 0.37% | 86 |
|
|
2023
Q4 | $2.07M | Buy |
44,828
+11,079
| +33% | +$510K | 0.21% | 109 |
|
|
2023
Q3 | $1.48M | Buy |
33,749
+408
| +1% | +$17.8K | 0.17% | 127 |
|
|
2023
Q2 | $1.52M | Sell |
33,341
-7,550
| -18% | -$343K | 0.21% | 111 |
|
|
2023
Q1 | $1.89M | Buy |
40,891
+1,795
| +5% | +$82.8K | 0.21% | 96 |
|
|
2022
Q4 | $1.78M | Buy |
+39,096
| New | +$1.78M | 0.12% | 133 |
|
|
2022
Q1 | $1.94M | Buy |
40,722
+1,375
| +3% | +$65.5K | 0.13% | 120 |
|
|
2021
Q4 | $2.04M | Buy |
39,347
+481
| +1% | +$24.9K | 0.13% | 118 |
|
|
2021
Q3 | $2.06M | Buy |
38,866
+14,870
| +62% | +$789K | 0.14% | 118 |
|
|
2021
Q2 | $1.29M | Buy |
23,996
+7,950
| +50% | +$426K | 0.09% | 133 |
|
|
2021
Q1 | $852K | Buy |
16,046
+1,079
| +7% | +$57.3K | 0.07% | 159 |
|
|
2020
Q4 | $809K | Buy |
14,967
+1,561
| +12% | +$84.4K | 0.07% | 156 |
|
|
2020
Q3 | $728K | Buy |
13,406
+3,585
| +37% | +$195K | 0.07% | 154 |
|
|
2020
Q2 | $536K | Buy |
+9,821
| New | +$536K | 0.06% | 178 |
|