Windward Private Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $596K | Buy |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $319K | Sell |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $322K | Buy |
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