West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-582
| Closed | -$25.5K | – | 452 |
|
|
2023
Q3 | $25.5K | Buy |
582
+5
| +0.9% | +$219 | 0.01% | 202 |
|
|
2023
Q2 | $26.2K | Buy |
577
+5
| +0.9% | +$227 | 0.01% | 208 |
|
|
2023
Q1 | $26.4K | Buy |
572
+3
| +0.5% | +$139 | 0.01% | 208 |
|
|
2022
Q4 | $25.6K | Buy |
569
+5
| +0.9% | +$225 | 0.02% | 205 |
|
|
2022
Q3 | $25K | Buy |
564
+4
| +0.7% | +$177 | 0.02% | 209 |
|
|
2022
Q2 | $26K | Buy |
560
+3
| +0.5% | +$139 | 0.02% | 210 |
|
|
2022
Q1 | $28K | Buy |
557
+1
| +0.2% | +$50 | 0.01% | 220 |
|
|
2021
Q4 | $29K | Buy |
556
+3
| +0.5% | +$156 | 0.01% | 235 |
|
|
2021
Q3 | $29K | Buy |
553
+3
| +0.5% | +$157 | 0.01% | 223 |
|
|
2021
Q2 | $29K | Buy |
+550
| New | +$29K | 0.01% | 232 |
|