Sax Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
2025
Q2
Sell
2025
Q1
$463K Hold
2024
Q4
$454K Hold
2024
Q3
$474K Sell
2024
Q2
$456K Buy