Milestone 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
$412K Sell
9,463
-12
-0.1% -$523 0.11% 64
2025
Q1
$410K Buy
9,475
+996
+12% +$43.1K 0.11% 64
2024
Q4
$360K Buy
8,479
+5,360
+172% +$228K 0.1% 67
2024
Q3
$138K Hold
3,119
0.04% 87
2024
Q2
$133K Buy
3,119
+170
+6% +$7.23K 0.04% 87
2024
Q1
$126K Hold
2,949
0.03% 85
2023
Q4
$128K Buy
+2,949
New +$128K 0.04% 82