GeoWealth 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
$3.16M Sell
72,478
-9,911
-12% -$432K 0.12% 99
2025
Q1
$3.57M Buy
82,389
+515
+0.6% +$22.3K 0.14% 93
2024
Q4
$3.48M Sell
81,874
-56,568
-41% -$2.4M 0.11% 121
2024
Q3
$6.13M Buy
138,442
+20,044
+17% +$888K 0.22% 82
2024
Q2
$5.04M Buy
118,398
+12,791
+12% +$544K 0.22% 70
2024
Q1
$4.52M Buy
+105,607
New +$4.52M 0.17% 101