DHK Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,333
| Closed | -$218K | – | 71 |
|
|
2023
Q3 | $218K | Buy |
5,333
+41
| +0.8% | +$1.68K | 0.19% | 62 |
|
|
2023
Q2 | $225K | Sell |
5,292
-1,412
| -21% | -$60.1K | 0.19% | 62 |
|
|
2023
Q1 | $290K | Sell |
6,704
-715
| -10% | -$30.9K | 0.36% | 37 |
|
|
2022
Q4 | $313K | Hold |
7,419
| – | – | 0.44% | 30 |
|
|
2022
Q3 | $311K | Hold |
7,419
| – | – | 0.51% | 29 |
|
|
2022
Q2 | $326K | Buy |
7,419
+520
| +8% | +$22.8K | 0.31% | 35 |
|
|
2022
Q1 | $321K | Hold |
6,899
| – | – | 0.27% | 36 |
|
|
2021
Q4 | $341K | Buy |
+6,899
| New | +$341K | 0.32% | 33 |
|