Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,550
| Closed | -$403K | – | 524 |
|
|
2022
Q4 | $403K | Sell |
9,550
-107
| -1% | -$4.52K | 0.04% | 319 |
|
|
2022
Q3 | $404K | Sell |
9,657
-932
| -9% | -$39K | 0.04% | 299 |
|
|
2022
Q2 | $466K | Sell |
10,589
-603
| -5% | -$26.5K | 0.05% | 293 |
|
|
2022
Q1 | $520K | Sell |
11,192
-19
| -0.2% | -$883 | 0.05% | 304 |
|
|
2021
Q4 | $554K | Buy |
11,211
+3,425
| +44% | +$169K | 0.05% | 316 |
|
|
2021
Q3 | $386K | Buy |
7,786
+2,029
| +35% | +$101K | 0.04% | 366 |
|
|
2021
Q2 | $286K | Buy |
+5,757
| New | +$286K | 0.03% | 431 |
|
|
2021
Q1 | – | Sell |
-4,618
| Closed | -$234K | – | 139 |
|
|
2020
Q4 | $234K | Buy |
+4,618
| New | +$234K | 0.03% | 415 |
|