BAM
Baldrige Asset Management’s iShares ESG Advanced Total USD Bond Market ETF EUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $223K | Buy |
5,147
+22
| +0.4% | +$953 | 0.09% | 109 |
|
|
2022
Q4 | $216K | Sell |
5,125
-3,032
| -37% | -$128K | 0.1% | 102 |
|
|
2022
Q3 | $341K | Sell |
8,157
-4,463
| -35% | -$187K | 0.16% | 84 |
|
|
2022
Q2 | $555K | Buy |
12,620
+337
| +3% | +$14.8K | 0.25% | 66 |
|
|
2022
Q1 | $571K | Buy |
+12,283
| New | +$571K | 0.23% | 68 |
|