Mattern Wealth Management’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
Q1 | – | Sell |
-5,300
| Closed | -$224K | – | 171 |
|
|
2022
Q4 | $224K | Sell |
5,300
-201
| -4% | -$8.48K | 0.09% | 151 |
|
|
2022
Q3 | $230K | Hold |
5,501
| – | – | 0.09% | 143 |
|
|
2022
Q2 | $242K | Hold |
5,501
| – | – | 0.09% | 135 |
|
|
2022
Q1 | $256K | Sell |
5,501
-1,030
| -16% | -$47.9K | 0.08% | 141 |
|
|
2021
Q4 | $323K | Buy |
+6,531
| New | +$323K | 0.09% | 134 |
|