IFWM
Institute for Wealth Management’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 | $2.01M | Buy |
+46,163
| New | +$2.01M | 0.22% | 97 |
|
|
2025
Q1 | – | Sell |
-4,819
| Closed | -$205K | – | 529 |
|
|
2024
Q4 | $205K | Sell |
4,819
-203
| -4% | -$8.62K | 0.03% | 480 |
|
|
2024
Q3 | $222K | Buy |
5,022
+140
| +3% | +$6.2K | 0.03% | 496 |
|
|
2024
Q2 | $208K | Buy |
4,882
+90
| +2% | +$3.83K | 0.03% | 470 |
|
|
2024
Q1 | $205K | Sell |
4,792
-346
| -7% | -$14.8K | 0.03% | 478 |
|
|
2023
Q4 | $222K | Sell |
5,138
-595
| -10% | -$25.7K | 0.04% | 433 |
|
|
2023
Q3 | $234K | Sell |
5,733
-285
| -5% | -$11.6K | 0.04% | 397 |
|
|
2023
Q2 | $256K | Sell |
6,018
-710
| -11% | -$30.2K | 0.04% | 392 |
|
|
2023
Q1 | $291K | Sell |
6,728
-10
| -0.1% | -$432 | 0.06% | 357 |
|
|
2022
Q4 | $284K | Hold |
6,738
| – | – | 0.06% | 354 |
|
|
2022
Q3 | $282K | Sell |
6,738
-180
| -3% | -$7.53K | 0.06% | 348 |
|
|
2022
Q2 | $304K | Sell |
6,918
-129
| -2% | -$5.67K | 0.06% | 388 |
|
|
2022
Q1 | $327K | Buy |
7,047
+154
| +2% | +$7.15K | 0.05% | 399 |
|
|
2021
Q4 | $341K | Buy |
6,893
+2,010
| +41% | +$99.4K | 0.06% | 348 |
|
|
2021
Q3 | $242K | Buy |
+4,883
| New | +$242K | 0.04% | 418 |
|