AE Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | $62.8K | Buy |
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|
2025
Q1 | $49.1K | Sell |
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|
2024
Q4 | $71.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $772K | Buy |
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|
2023
Q1 | $716K | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $551K | Buy |
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