LifePlan Investment 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 | $544K | Buy |
12,482
+1,345
| +12% | +$58.6K | 0.27% | 68 |
|
|
2025
Q1 | $482K | Buy |
11,137
+126
| +1% | +$5.46K | 0.28% | 69 |
|
|
2024
Q4 | $468K | Buy |
11,011
+2,724
| +33% | +$116K | 0.29% | 65 |
|
|
2024
Q3 | $367K | Buy |
8,287
+35
| +0.4% | +$1.55K | 0.23% | 67 |
|
|
2024
Q2 | $351K | Buy |
8,252
+2,068
| +33% | +$88K | 0.25% | 68 |
|
|
2024
Q1 | $265K | Sell |
6,184
-9
| -0.1% | -$385 | 0.21% | 70 |
|
|
2023
Q4 | $268K | Sell |
6,193
-2,122
| -26% | -$91.8K | 0.25% | 59 |
|
|
2023
Q3 | $340K | Buy |
8,315
+1,147
| +16% | +$46.9K | 0.36% | 46 |
|
|
2023
Q2 | $305K | Buy |
+7,168
| New | +$305K | 0.34% | 46 |
|