SWA
Sax Wealth Advisors’s iShares ESG Advanced Total USD Bond Market ETF EUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,690
| Closed | -$463K | – | 423 |
|
|
2025
Q1 | $463K | Hold |
10,690
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $454K | Hold |
10,690
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $474K | Sell |
10,690
-35
| -0.3% | -$1.55K | 0.04% | 164 |
|
|
2024
Q2 | $456K | Buy |
+10,725
| New | +$456K | 0.04% | 155 |
|