Wells Financial Advisors’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 | $765K | Sell |
16,550
-5,350
| -24% | -$247K | 1.05% | 25 |
|
|
2025
Q1 | $1.01M | Hold |
21,900
| – | – | 1.39% | 23 |
|
|
2024
Q4 | $990K | Hold |
21,900
| – | – | 1.35% | 21 |
|
|
2024
Q3 | $1.03M | Sell |
21,900
-1,650
| -7% | -$77.7K | 1.39% | 22 |
|
|
2024
Q2 | $1.06M | Buy |
23,550
+1,220
| +5% | +$55.2K | 0.7% | 26 |
|
|
2024
Q1 | $1.02M | Buy |
22,330
+190
| +0.9% | +$8.66K | 0.69% | 25 |
|
|
2023
Q4 | $1.02M | Buy |
+22,140
| New | +$1.02M | 0.74% | 24 |
|