WJ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,659
| Closed | -$644K | – | 81 |
|
|
2024
Q3 | $644K | Sell |
13,659
-57,861
| -81% | -$2.73M | 0.23% | 50 |
|
|
2024
Q2 | $3.23M | Sell |
71,520
-1,725
| -2% | -$78K | 1.18% | 24 |
|
|
2024
Q1 | $3.34M | Buy |
+73,245
| New | +$3.34M | 1.33% | 22 |
|
|
2021
Q4 | – | Sell |
-71,008
| Closed | -$3.79M | – | 55 |
|
|
2021
Q3 | $3.79M | Buy |
71,008
+63,961
| +908% | +$3.41M | 2.52% | 16 |
|
|
2021
Q2 | $377K | Sell |
7,047
-4,643
| -40% | -$248K | 1.17% | 25 |
|
|
2021
Q1 | $617K | Buy |
11,690
+3,565
| +44% | +$188K | 1.92% | 16 |
|
|
2020
Q4 | $443K | Buy |
+8,125
| New | +$443K | 1.38% | 20 |
|