Congress Wealth Management’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 | $707K | Buy |
16,244
+2,473
| +18% | +$108K | 0.01% | 813 |
|
|
2025
Q1 | $597K | Buy |
13,771
+936
| +7% | +$40.5K | 0.01% | 763 |
|
|
2024
Q4 | $545K | Sell |
12,835
-4,736
| -27% | -$201K | 0.01% | 620 |
|
|
2024
Q3 | $778K | Buy |
17,571
+390
| +2% | +$17.3K | 0.01% | 559 |
|
|
2024
Q2 | $731K | Buy |
+17,181
| New | +$731K | 0.01% | 474 |
|
|
2023
Q4 | – | Sell |
-13,663
| Closed | -$558K | – | 623 |
|
|
2023
Q3 | $558K | Buy |
13,663
+2,713
| +25% | +$111K | 0.01% | 446 |
|
|
2023
Q2 | $466K | Buy |
10,950
+360
| +3% | +$15.3K | 0.01% | 428 |
|
|
2023
Q1 | $458K | Buy |
10,590
+107
| +1% | +$4.63K | 0.01% | 429 |
|
|
2022
Q4 | $442K | Buy |
10,483
+1,795
| +21% | +$75.7K | 0.01% | 423 |
|
|
2022
Q3 | $364K | Buy |
8,688
+1,579
| +22% | +$66.2K | 0.01% | 440 |
|
|
2022
Q2 | $312K | Buy |
+7,109
| New | +$312K | 0.01% | 469 |
|