West Wealth Group’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 | $17.1M | Buy |
369,139
+3,571
| +1% | +$165K | 4.24% | 7 |
|
|
2025
Q1 | $16.8M | Buy |
365,568
+7,270
| +2% | +$335K | 4.98% | 7 |
|
|
2024
Q4 | $16.2M | Buy |
358,298
+13,439
| +4% | +$607K | 4.83% | 8 |
|
|
2024
Q3 | $16.2M | Buy |
344,859
+56,167
| +19% | +$2.65M | 5.27% | 8 |
|
|
2024
Q2 | $13.1M | Buy |
288,692
+663
| +0.2% | +$30K | 4.62% | 7 |
|
|
2024
Q1 | $13.1M | Buy |
288,029
+141,465
| +97% | +$6.45M | 4.86% | 7 |
|
|
2023
Q4 | $6.75M | Sell |
146,564
-1,832
| -1% | -$84.4K | 2.66% | 10 |
|
|
2023
Q3 | $6.49M | Sell |
148,396
-8,685
| -6% | -$380K | 2.83% | 9 |
|
|
2023
Q2 | $7.14M | Sell |
157,081
-744
| -0.5% | -$33.8K | 3.02% | 10 |
|
|
2023
Q1 | $7.28M | Sell |
157,825
-586
| -0.4% | -$27K | 3.37% | 9 |
|
|
2022
Q4 | $7.12M | Buy |
158,411
+26,105
| +20% | +$1.17M | 3.54% | 7 |
|
|
2022
Q3 | $5.89M | Sell |
132,306
-9,947
| -7% | -$443K | 2.98% | 9 |
|
|
2022
Q2 | $6.66M | Sell |
142,253
-55,535
| -28% | -$2.6M | 3.09% | 8 |
|
|
2022
Q1 | $9.82M | Sell |
197,788
-54,340
| -22% | -$2.7M | 3.9% | 7 |
|
|
2021
Q4 | $13.3M | Buy |
+252,128
| New | +$13.3M | 5.02% | 6 |
|