EverSource Wealth Advisors’s iShares ESG Advanced Total USD Bond Market ETF EUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
7,363
+1,477
| +25% | +$64.3K | 0.01% | 640 |
|
|
2025
Q1 | $255K | Sell |
5,886
-81
| -1% | -$3.51K | 0.01% | 577 |
|
|
2024
Q4 | $253K | Sell |
5,967
-3,425
| -36% | -$145K | 0.01% | 561 |
|
|
2024
Q3 | $416K | Buy |
9,392
+33
| +0.4% | +$1.46K | 0.03% | 372 |
|
|
2024
Q2 | $405K | Buy |
+9,359
| New | +$405K | 0.03% | 359 |
|