Carson Wealth (CWM LLC)’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 | $125K | Hold |
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|
2025
Q2 | $124K | Hold |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $6K | Sell |
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|
2024
Q3 | $16K | Hold |
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|
2024
Q2 | $15K | Sell |
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|
2024
Q1 | $35K | Sell |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $48K | Sell |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $313K | Hold |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $313K | Hold |
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|
2020
Q2 | $313K | Hold |
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|
2020
Q1 | $313K | Hold |
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|
2019
Q4 | $313K | Hold |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $313K | Buy |
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