JFS Wealth Advisors’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 | $82.8K | Buy |
1,901
+385
| +25% | +$16.8K | 0.01% | 398 |
|
|
2025
Q1 | $65.7K | Sell |
1,516
-59
| -4% | -$2.56K | ﹤0.01% | 425 |
|
|
2024
Q4 | $66.9K | Sell |
1,575
-785
| -33% | -$33.3K | ﹤0.01% | 413 |
|
|
2024
Q3 | $105K | Sell |
2,360
-61
| -3% | -$2.7K | 0.01% | 359 |
|
|
2024
Q2 | $103K | Buy |
2,421
+65
| +3% | +$2.77K | 0.01% | 305 |
|
|
2024
Q1 | $101K | Buy |
2,356
+234
| +11% | +$10K | 0.01% | 313 |
|
|
2023
Q4 | $91.8K | Buy |
+2,122
| New | +$91.8K | 0.01% | 319 |
|