WealthSource Partners’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
Q4 | $488K | Buy |
+10,603
| New | +$488K | 0.03% | 330 |
|
|
2022
Q1 | – | Sell |
-71,523
| Closed | -$3.79M | – | 596 |
|
|
2021
Q4 | $3.79M | Buy |
71,523
+58,629
| +455% | +$3.1M | 0.3% | 52 |
|
|
2021
Q3 | $686K | Buy |
12,894
+2,309
| +22% | +$123K | 0.06% | 234 |
|
|
2021
Q2 | $566K | Buy |
+10,585
| New | +$566K | 0.05% | 253 |
|
|
2020
Q2 | – | Sell |
-44,463
| Closed | -$2.33M | – | 365 |
|
|
2020
Q1 | $2.33M | Sell |
44,463
-13,790
| -24% | -$724K | 0.37% | 38 |
|
|
2019
Q4 | $3.04M | Buy |
58,253
+4,750
| +9% | +$248K | 0.4% | 47 |
|
|
2019
Q3 | $2.8M | Buy |
53,503
+18,070
| +51% | +$947K | 0.42% | 62 |
|
|
2019
Q2 | $1.83M | Buy |
+35,433
| New | +$1.83M | 0.29% | 96 |
|