United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
42,080
+4,091
| +11% | +$178K | 0.01% | 457 |
|
|
2025
Q1 | $1.65M | Buy |
37,989
+1,544
| +4% | +$66.9K | 0.01% | 462 |
|
|
2024
Q4 | $1.55M | Sell |
36,445
-10,660
| -23% | -$453K | 0.01% | 469 |
|
|
2024
Q3 | $2.09M | Sell |
47,105
-235
| -0.5% | -$10.4K | 0.02% | 406 |
|
|
2024
Q2 | $2.01M | Buy |
47,340
+701
| +2% | +$29.8K | 0.02% | 402 |
|
|
2024
Q1 | $2M | Buy |
46,639
+6,886
| +17% | +$295K | 0.02% | 427 |
|
|
2023
Q4 | $1.72M | Buy |
39,753
+31,620
| +389% | +$1.37M | 0.01% | 448 |
|
|
2023
Q3 | $332K | Buy |
8,133
+322
| +4% | +$13.2K | ﹤0.01% | 713 |
|
|
2023
Q2 | $333K | Sell |
7,811
-13,380
| -63% | -$570K | ﹤0.01% | 746 |
|
|
2023
Q1 | $916K | Buy |
21,191
+963
| +5% | +$41.6K | 0.01% | 601 |
|
|
2022
Q4 | $854K | Buy |
20,228
+4,952
| +32% | +$209K | ﹤0.01% | 649 |
|
|
2022
Q3 | $639K | Buy |
15,276
+8,030
| +111% | +$336K | ﹤0.01% | 708 |
|
|
2022
Q2 | $319K | Buy |
7,246
+2,811
| +63% | +$124K | ﹤0.01% | 923 |
|
|
2022
Q1 | $206K | Sell |
4,435
-2,260
| -34% | -$105K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $331K | Buy |
+6,695
| New | +$331K | ﹤0.01% | 992 |
|