Tempus Wealth Planning’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
Q1 | – | Sell |
-5,577
| Closed | -$237K | – | 259 |
|
|
2024
Q4 | $237K | Buy |
5,577
+99
| +2% | +$4.21K | 0.07% | 216 |
|
|
2024
Q3 | $243K | Hold |
5,478
| – | – | 0.09% | 197 |
|
|
2024
Q2 | $233K | Sell |
5,478
-56
| -1% | -$2.38K | 0.1% | 178 |
|
|
2024
Q1 | $237K | Buy |
5,534
+609
| +12% | +$26.1K | 0.1% | 176 |
|
|
2023
Q4 | $213K | Sell |
4,925
-85
| -2% | -$3.68K | 0.09% | 182 |
|
|
2023
Q3 | $205K | Sell |
5,010
-279
| -5% | -$11.4K | 0.1% | 158 |
|
|
2023
Q2 | $225K | Sell |
5,289
-727
| -12% | -$31K | 0.1% | 168 |
|
|
2023
Q1 | $260K | Sell |
6,016
-535
| -8% | -$23.1K | 0.13% | 140 |
|
|
2022
Q4 | $276K | Sell |
6,551
-4,415
| -40% | -$186K | 0.17% | 138 |
|
|
2022
Q3 | $459K | Buy |
+10,966
| New | +$459K | 0.31% | 93 |
|