WR Wealth Planners’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 | $1.04M | Sell |
23,078
-23,050
| -50% | -$1.04M | 0.34% | 43 |
|
|
2024
Q3 | $2.17M | Sell |
46,128
-71
| -0.2% | -$3.35K | 0.6% | 28 |
|
|
2024
Q2 | $2.09M | Sell |
46,199
-845
| -2% | -$38.2K | 0.64% | 27 |
|
|
2024
Q1 | $2.14M | Sell |
47,044
-6,881
| -13% | -$314K | 0.67% | 26 |
|
|
2023
Q4 | $2.48M | Sell |
53,925
-6,540
| -11% | -$301K | 0.92% | 25 |
|
|
2023
Q3 | $2.64M | Sell |
60,465
-1,003
| -2% | -$43.8K | 1.01% | 22 |
|
|
2023
Q2 | $2.79M | Sell |
61,468
-1,323
| -2% | -$60.2K | 1.08% | 21 |
|
|
2023
Q1 | $2.9M | Buy |
62,791
+8,477
| +16% | +$391K | 1.25% | 19 |
|
|
2022
Q4 | $2.44M | Buy |
54,314
+3,795
| +8% | +$171K | 1.5% | 18 |
|
|
2022
Q3 | $2.25M | Sell |
50,519
-1,792
| -3% | -$79.7K | 1.58% | 19 |
|
|
2022
Q2 | $2.45M | Sell |
52,311
-42
| -0.1% | -$1.97K | 1.61% | 18 |
|
|
2022
Q1 | $2.6M | Buy |
+52,353
| New | +$2.6M | 1.55% | 20 |
|