VERITY Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,320
| Closed | -$789K | – | 72 |
|
|
2023
Q3 | $789K | Hold |
19,320
| – | – | 0.74% | 27 |
|
|
2023
Q2 | $823K | Hold |
19,320
| – | – | 0.74% | 27 |
|
|
2023
Q1 | $835K | Hold |
19,320
| – | – | 0.77% | 26 |
|
|
2022
Q4 | $815K | Sell |
19,320
-1,599
| -8% | -$67.5K | 0.8% | 26 |
|
|
2022
Q3 | $875K | Hold |
20,919
| – | – | 0.9% | 23 |
|
|
2022
Q2 | $920K | Buy |
20,919
+7,758
| +59% | +$341K | 0.89% | 25 |
|
|
2022
Q1 | $612K | Hold |
13,161
| – | – | 0.54% | 33 |
|
|
2021
Q4 | $651K | Buy |
+13,161
| New | +$651K | 0.54% | 33 |
|