SWM
SigFig Wealth Management’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 | $24.6M | Buy |
566,243
+22,923
| +4% | +$995K | 0.81% | 23 |
|
|
2025
Q1 | $23.5M | Buy |
543,320
+8,079
| +2% | +$350K | 0.85% | 22 |
|
|
2024
Q4 | $22.8M | Buy |
535,241
+29,643
| +6% | +$1.26M | 0.82% | 22 |
|
|
2024
Q3 | $22.4M | Buy |
505,598
+59,568
| +13% | +$2.64M | 0.81% | 22 |
|
|
2024
Q2 | $19M | Buy |
446,030
+51,681
| +13% | +$2.2M | 0.71% | 23 |
|
|
2024
Q1 | $16.9M | Buy |
394,349
+55,878
| +17% | +$2.39M | 0.62% | 24 |
|
|
2023
Q4 | $14.6M | Buy |
338,471
+38,525
| +13% | +$1.67M | 0.56% | 29 |
|
|
2023
Q3 | $12.3M | Buy |
299,946
+74,024
| +33% | +$3.02M | 0.49% | 29 |
|
|
2023
Q2 | $9.6M | Buy |
225,922
+41,402
| +22% | +$1.76M | 0.37% | 33 |
|
|
2023
Q1 | $7.98M | Buy |
184,520
+12,445
| +7% | +$538K | 0.44% | 30 |
|
|
2022
Q4 | $7.85M | Buy |
172,075
+39,927
| +30% | +$1.82M | 0.39% | 30 |
|
|
2022
Q3 | $6.01M | Buy |
132,148
+50,533
| +62% | +$2.3M | 0.31% | 37 |
|
|
2022
Q2 | $3.84M | Buy |
81,615
+33,005
| +68% | +$1.55M | 0.2% | 44 |
|
|
2022
Q1 | $2.41M | Buy |
48,610
+6,821
| +16% | +$338K | 0.12% | 52 |
|
|
2021
Q4 | $2.06M | Buy |
41,789
+16,636
| +66% | +$818K | 0.1% | 49 |
|
|
2021
Q3 | $1.25M | Buy |
25,153
+12,877
| +105% | +$638K | 0.06% | 62 |
|
|
2021
Q2 | $610K | Buy |
12,276
+6,576
| +115% | +$327K | 0.03% | 71 |
|
|
2021
Q1 | $279K | Buy |
+5,700
| New | +$279K | 0.02% | 72 |
|