LRIA
Leonard Rickey Investment 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 | $1.95M | Sell |
44,737
-3,716
| -8% | -$162K | 0.39% | 29 |
|
|
2025
Q1 | $2.07M | Buy |
48,453
+86
| +0.2% | +$3.67K | 0.45% | 28 |
|
|
2024
Q4 | $2.05M | Sell |
48,367
-449
| -0.9% | -$19.1K | 0.47% | 26 |
|
|
2024
Q3 | $2.16M | Sell |
48,816
-231
| -0.5% | -$10.2K | 0.49% | 28 |
|
|
2024
Q2 | $2.09M | Buy |
49,047
+511
| +1% | +$21.7K | 0.5% | 28 |
|
|
2024
Q1 | $2.08M | Buy |
48,536
+697
| +1% | +$29.9K | 0.54% | 26 |
|
|
2023
Q4 | $2.07M | Buy |
47,839
+940
| +2% | +$40.7K | 0.61% | 24 |
|
|
2023
Q3 | $1.92M | Buy |
46,899
+646
| +1% | +$26.4K | 0.63% | 23 |
|
|
2023
Q2 | $1.97M | Sell |
46,253
-460
| -1% | -$19.6K | 0.74% | 21 |
|
|
2023
Q1 | $2.02M | Buy |
46,713
+63
| +0.1% | +$2.72K | 0.79% | 18 |
|
|
2022
Q4 | $1.97M | Buy |
46,650
+1,385
| +3% | +$58.4K | 0.83% | 17 |
|
|
2022
Q3 | $1.89M | Sell |
45,265
-405
| -0.9% | -$16.9K | 0.89% | 16 |
|
|
2022
Q2 | $2.01M | Sell |
45,670
-8,180
| -15% | -$360K | 0.88% | 16 |
|
|
2022
Q1 | $2.5M | Buy |
53,850
+2,790
| +5% | +$130K | 0.95% | 16 |
|
|
2021
Q4 | $2.52M | Buy |
51,060
+1,956
| +4% | +$96.7K | 0.92% | 16 |
|
|
2021
Q3 | $2.44M | Buy |
49,104
+2,908
| +6% | +$144K | 1.02% | 14 |
|
|
2021
Q2 | $2.32M | Buy |
46,196
+26,946
| +140% | +$1.35M | 1% | 13 |
|
|
2021
Q1 | $944K | Buy |
+19,250
| New | +$944K | 0.38% | 28 |
|