WIM
Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Buy |
125,834
+780
| +0.6% | +$36.1K | 1.08% | 20 |
|
|
2025
Q1 | $5.76M | Buy |
125,054
+5,125
| +4% | +$236K | 1.23% | 17 |
|
|
2024
Q4 | $5.42M | Buy |
119,929
+1,850
| +2% | +$83.6K | 1.14% | 21 |
|
|
2024
Q3 | $5.56M | Sell |
118,079
-636
| -0.5% | -$29.9K | 1.18% | 18 |
|
|
2024
Q2 | $5.37M | Buy |
118,715
+1,773
| +2% | +$80.2K | 1.23% | 19 |
|
|
2024
Q1 | $5.33M | Buy |
116,942
+970
| +0.8% | +$44.2K | 1.28% | 16 |
|
|
2023
Q4 | $5.34M | Buy |
115,972
+650
| +0.6% | +$29.9K | 1.37% | 15 |
|
|
2023
Q3 | $5.04M | Sell |
115,322
-850
| -0.7% | -$37.2K | 1.45% | 14 |
|
|
2023
Q2 | $5.28M | Buy |
116,172
+2,100
| +2% | +$95.5K | 1.49% | 13 |
|
|
2023
Q1 | $5.26M | Sell |
114,072
-965
| -0.8% | -$44.5K | 1.55% | 12 |
|
|
2022
Q4 | $219K | Sell |
115,037
-11,057
| -9% | -$21K | 0.54% | 49 |
|
|
2022
Q3 | $221K | Sell |
126,094
-10,820
| -8% | -$19K | 0.53% | 51 |
|
|
2022
Q2 | $705K | Buy |
136,914
+8,953
| +7% | +$46.1K | 1.6% | 9 |
|
|
2022
Q1 | $705K | Buy |
127,961
+14,335
| +13% | +$79K | 1.55% | 10 |
|
|
2021
Q4 | $365K | Buy |
113,626
+16,040
| +16% | +$51.6K | 0.83% | 30 |
|
|
2021
Q3 | $365K | Buy |
97,586
+7,060
| +8% | +$26.4K | 0.84% | 30 |
|
|
2021
Q2 | $371K | Buy |
90,526
+6,840
| +8% | +$28K | 0.86% | 28 |
|
|
2021
Q1 | $120K | Buy |
83,686
+2,227
| +3% | +$3.2K | 0.32% | 67 |
|
|
2020
Q4 | $113K | Buy |
81,459
+2,507
| +3% | +$3.49K | 0.31% | 61 |
|
|
2020
Q3 | $189K | Buy |
78,952
+2,630
| +3% | +$6.3K | 0.09% | 37 |
|
|
2020
Q2 | $189K | Buy |
76,322
+900
| +1% | +$2.23K | 0.11% | 31 |
|
|
2020
Q1 | $109K | Buy |
+75,422
| New | +$109K | 0.07% | 46 |
|
|
2019
Q2 | $104K | Buy |
+75,132
| New | +$104K | 0.23% | 26 |
|
|
2018
Q4 | $3.75M | Buy |
76,214
+74,214
| +3,711% | +$3.65M | 1.37% | 8 |
|
|
2018
Q3 | $97.1K | Sell |
2,000
-58,989
| -97% | -$2.86M | 0.03% | 205 |
|
|
2018
Q2 | $3M | Buy |
60,989
+10,910
| +22% | +$537K | 1.06% | 12 |
|
|
2018
Q1 | $2.5M | Buy |
50,079
+26,413
| +112% | +$1.32M | 1.37% | 13 |
|
|
2017
Q4 | $1.2M | Buy |
23,666
+3,973
| +20% | +$202K | 0.65% | 35 |
|
|
2017
Q3 | $1M | Buy |
19,693
+670
| +4% | +$34.1K | 0.61% | 42 |
|
|
2017
Q2 | $965K | Buy |
19,023
+688
| +4% | +$34.9K | 0.63% | 38 |
|
|
2017
Q1 | $928K | Buy |
+18,335
| New | +$928K | 0.44% | 36 |
|