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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $124K | Sell |
2,855
-62
| -2% | -$2.72K | ﹤0.01% | 3087 |
|
|
2025
Q4 | $128K | Buy |
2,917
+62
| +2% | +$2.73K | ﹤0.01% | 2885 |
|
|
2025
Q3 | $125K | Hold |
2,855
| – | – | ﹤0.01% | 2803 |
|
|
2025
Q2 | $124K | Hold |
2,855
| – | – | ﹤0.01% | 2537 |
|
|
2025
Q1 | $124K | Buy |
2,855
+2,715
| +1,939% | +$116K | ﹤0.01% | 2243 |
|
|
2024
Q4 | $6K | Sell |
140
-216
| -61% | -$9.32K | ﹤0.01% | 4105 |
|
|
2024
Q3 | $16K | Hold |
356
| – | – | ﹤0.01% | 3499 |
|
|
2024
Q2 | $15K | Sell |
356
-469
| -57% | -$19.8K | ﹤0.01% | 3296 |
|
|
2024
Q1 | $35K | Sell |
825
-9,836
| -92% | -$420K | ﹤0.01% | 2537 |
|
|
2023
Q4 | $461K | Buy |
10,661
+4,687
| +78% | +$194K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $244K | Buy |
5,974
+46
| +0.8% | +$1.93K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $252K | Sell |
5,928
-2,092
| -26% | -$89.7K | ﹤0.01% | 1173 |
|
|
2023
Q1 | $347K | Buy |
8,020
+6,884
| +606% | +$295K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $48K | Sell |
1,136
-6,412
| -85% | -$269K | ﹤0.01% | 1760 |
|
|
2022
Q3 | $316K | Buy |
7,548
+251
| +3% | +$11K | ﹤0.01% | 896 |
|
|
2022
Q2 | $321K | Buy |
7,297
+950
| +15% | +$42.3K | ﹤0.01% | 870 |
|
|
2022
Q1 | $295K | Buy |
6,347
+15
| +0.2% | +$714 | ﹤0.01% | 887 |
|
|
2021
Q4 | $313K | Buy |
+6,332
| New | +$313K | ﹤0.01% | 855 |
|
|
2021
Q2 | $313K | Hold |
6,291
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $313K | Hold |
6,291
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $313K | Hold |
6,291
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $313K | Hold |
6,291
| – | – | ﹤0.01% | 776 |
|
|
2020
Q2 | $313K | Buy |
+6,291
| New | +$315K | ﹤0.01% | 776 |
|
Other funds holding EUSB
I
SI
AF
