Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,195
| Closed | -$258K | – | 121 |
|
|
2022
Q1 | $258K | Hold |
5,195
| – | – | 0.08% | 76 |
|
|
2021
Q4 | $275K | Hold |
5,195
| – | – | 0.08% | 78 |
|
|
2021
Q3 | $277K | Sell |
5,195
-431
| -8% | -$23K | 0.08% | 79 |
|
|
2021
Q2 | $301K | Buy |
+5,626
| New | +$301K | 0.09% | 72 |
|
|
2021
Q1 | – | Sell |
-12,482
| Closed | -$681K | – | 98 |
|
|
2020
Q4 | $681K | Buy |
+12,482
| New | +$681K | 0.24% | 46 |
|