Balanced Rock Investment Advisors’s iShares ESG Advanced Total USD Bond Market ETF EUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
67,206
-143,929
| -68% | -$6.27M | 2.3% | 13 |
|
|
2025
Q1 | $9.15M | Sell |
211,135
-18,997
| -8% | -$823K | 7.29% | 1 |
|
|
2024
Q4 | $9.78M | Buy |
230,132
+4,806
| +2% | +$204K | 7.74% | 1 |
|
|
2024
Q3 | $9.98M | Buy |
225,326
+13,218
| +6% | +$586K | 7.83% | 1 |
|
|
2024
Q2 | $9.03M | Buy |
212,108
+5,175
| +3% | +$220K | 7.59% | 2 |
|
|
2024
Q1 | $8.86M | Sell |
206,933
-4,512
| -2% | -$193K | 7.56% | 1 |
|
|
2023
Q4 | $9.15M | Buy |
+211,445
| New | +$9.15M | 8.13% | 1 |
|