White Lighthouse Investment Management’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 | $4.07M | Sell |
87,996
-1,367
| -2% | -$63.2K | 0.66% | 31 |
|
|
2025
Q1 | $4.12M | Sell |
89,363
-2,757
| -3% | -$127K | 0.74% | 30 |
|
|
2024
Q4 | $4.16M | Buy |
92,120
+1,599
| +2% | +$72.3K | 0.73% | 30 |
|
|
2024
Q3 | $4.27M | Buy |
90,521
+3,684
| +4% | +$174K | 0.77% | 28 |
|
|
2024
Q2 | $3.93M | Sell |
86,837
-6,848
| -7% | -$310K | 0.76% | 27 |
|
|
2024
Q1 | $4.27M | Buy |
93,685
+3,019
| +3% | +$138K | 0.87% | 26 |
|
|
2023
Q4 | $4.18M | Sell |
90,666
-41,300
| -31% | -$1.9M | 0.91% | 24 |
|
|
2023
Q3 | $5.77M | Sell |
131,966
-3,997
| -3% | -$175K | 1.4% | 18 |
|
|
2023
Q2 | $6.18M | Buy |
135,963
+125
| +0.1% | +$5.68K | 1.48% | 19 |
|
|
2023
Q1 | $6.27M | Buy |
135,838
+10,192
| +8% | +$470K | 1.58% | 18 |
|
|
2022
Q4 | $5.65M | Buy |
125,646
+51,297
| +69% | +$2.3M | 1.53% | 18 |
|
|
2022
Q3 | $3.31M | Sell |
74,349
-34,608
| -32% | -$1.54M | 0.96% | 25 |
|
|
2022
Q2 | $5.1M | Buy |
+108,957
| New | +$5.1M | 1.46% | 19 |
|