Essential Planning’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 | $584K | Buy |
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|
2025
Q2 | $578K | Buy |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $37.9M | Buy |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $497K | Hold |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $490K | Buy |
|