WealthShield 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 | $13.6M | Sell |
293,148
-20,790
| -7% | -$961K | 1.64% | 10 |
|
|
2025
Q1 | $14.5M | Buy |
313,938
+2,359
| +0.8% | +$109K | 1.86% | 6 |
|
|
2024
Q4 | $14.1M | Sell |
311,579
-15,975
| -5% | -$722K | 2% | 6 |
|
|
2024
Q3 | $15.4M | Buy |
327,554
+41,565
| +15% | +$1.96M | 2.09% | 4 |
|
|
2024
Q2 | $12.9M | Buy |
285,989
+1,178
| +0.4% | +$53.3K | 1.97% | 6 |
|
|
2024
Q1 | $13M | Buy |
284,811
+69,728
| +32% | +$3.18M | 2.1% | 4 |
|
|
2023
Q4 | $9.91M | Sell |
215,083
-128,160
| -37% | -$5.9M | 1.63% | 8 |
|
|
2023
Q3 | $15M | Buy |
343,243
+552
| +0.2% | +$24.1K | 2.26% | 6 |
|
|
2023
Q2 | $15.6M | Buy |
342,691
+28,578
| +9% | +$1.3M | 2.35% | 4 |
|
|
2023
Q1 | $14.5M | Buy |
314,113
+79,222
| +34% | +$3.66M | 2.34% | 4 |
|
|
2022
Q4 | $10.6M | Buy |
234,891
+13,957
| +6% | +$627K | 2.02% | 5 |
|
|
2022
Q3 | $9.83M | Buy |
220,934
+13,701
| +7% | +$610K | 1.95% | 5 |
|
|
2022
Q2 | $9.7M | Buy |
207,233
+20,810
| +11% | +$974K | 1.92% | 7 |
|
|
2022
Q1 | $9.25M | Buy |
186,423
+45,737
| +33% | +$2.27M | 1.48% | 11 |
|
|
2021
Q4 | $7.45M | Buy |
140,686
+22,049
| +19% | +$1.17M | 1.24% | 18 |
|
|
2021
Q3 | $6.32M | Sell |
118,637
-221,693
| -65% | -$11.8M | 1.69% | 14 |
|
|
2021
Q2 | $18.2M | Buy |
340,330
+162,061
| +91% | +$8.67M | 2.85% | 5 |
|
|
2021
Q1 | $9.4M | Buy |
178,269
+172,131
| +2,804% | +$9.08M | 1.69% | 12 |
|
|
2020
Q4 | $335K | Buy |
6,138
+205
| +3% | +$11.2K | 0.06% | 224 |
|
|
2020
Q3 | $323K | Sell |
5,933
-977
| -14% | -$53.2K | 0.11% | 182 |
|
|
2020
Q2 | $375K | Hold |
6,910
| – | – | 0.17% | 131 |
|
|
2020
Q1 | $363K | Sell |
6,910
-1,777
| -20% | -$93.4K | 0.22% | 95 |
|
|
2019
Q4 | $453K | Sell |
8,687
-3,109
| -26% | -$162K | 0.22% | 102 |
|
|
2019
Q3 | $618K | Sell |
11,796
-6,168
| -34% | -$323K | 0.33% | 65 |
|
|
2019
Q2 | $928K | Buy |
17,964
+15,197
| +549% | +$785K | 0.54% | 36 |
|
|
2019
Q1 | $140K | Sell |
2,767
-2,973
| -52% | -$150K | 0.08% | 159 |
|
|
2018
Q4 | $283K | Sell |
5,740
-22,437
| -80% | -$1.11M | 0.19% | 94 |
|
|
2018
Q3 | $1.39M | Sell |
28,177
-10,897
| -28% | -$536K | 0.79% | 26 |
|
|
2018
Q2 | $1.93M | Buy |
39,074
+33,731
| +631% | +$1.66M | 1.18% | 19 |
|
|
2018
Q1 | $267K | Buy |
5,343
+4,128
| +340% | +$206K | 0.17% | 97 |
|
|
2017
Q4 | $62K | Buy |
+1,215
| New | +$62K | 0.04% | 150 |
|