Market Street Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,650
| Closed | -$201K | – | 88 |
|
|
2023
Q1 | $201K | Sell |
4,650
-1,017
| -18% | -$44K | 0.05% | 92 |
|
|
2022
Q4 | $239K | Buy |
+5,667
| New | +$239K | 0.07% | 88 |
|
|
2022
Q3 | – | Sell |
-8,626
| Closed | -$379K | – | 93 |
|
|
2022
Q2 | $379K | Buy |
8,626
+1,388
| +19% | +$61K | 0.12% | 71 |
|
|
2022
Q1 | $336K | Buy |
7,238
+1,398
| +24% | +$64.9K | 0.12% | 66 |
|
|
2021
Q4 | $289K | Buy |
+5,840
| New | +$289K | 0.09% | 69 |
|