Essential Planning’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 | $578K | Buy |
13,278
+284
| +2% | +$12.4K | 0.22% | 46 |
|
|
2025
Q1 | $563K | Sell |
12,994
-864,106
| -99% | -$37.4M | 0.23% | 43 |
|
|
2024
Q4 | $37.9M | Buy |
877,100
+863,546
| +6,371% | +$37.3M | 0.25% | 37 |
|
|
2024
Q3 | $600K | Hold |
13,554
| – | – | 0.25% | 39 |
|
|
2024
Q2 | $577K | Buy |
13,554
+2,076
| +18% | +$88.3K | 0.25% | 39 |
|
|
2024
Q1 | $497K | Hold |
11,478
| – | – | 0.25% | 37 |
|
|
2023
Q4 | $497K | Sell |
11,478
-832
| -7% | -$36K | 0.25% | 37 |
|
|
2023
Q3 | $503K | Hold |
12,310
| – | – | 0.28% | 33 |
|
|
2023
Q2 | $524K | Buy |
12,310
+976
| +9% | +$41.6K | 0.3% | 29 |
|
|
2023
Q1 | $490K | Buy |
+11,334
| New | +$490K | 0.3% | 29 |
|