BFG
Beacon Financial Group’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
Q4 | – | Sell |
-5,994
| Closed | -$252K | – | 316 |
|
|
2023
Q3 | $252K | Buy |
5,994
+547
| +10% | +$23K | 0.04% | 226 |
|
|
2023
Q2 | $231K | Hold |
5,447
| – | – | 0.03% | 221 |
|
|
2023
Q1 | $236K | Sell |
5,447
-6,775
| -55% | -$294K | 0.03% | 214 |
|
|
2022
Q4 | $516K | Sell |
12,222
-2,715
| -18% | -$115K | 0.07% | 181 |
|
|
2022
Q3 | $626K | Buy |
+14,937
| New | +$626K | 0.1% | 164 |
|