WCFA
Walkner Condon Financial Advisors’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 | $439K | Sell |
10,083
-678
| -6% | -$29.5K | 0.08% | 178 |
|
|
2025
Q1 | $466K | Buy |
10,761
+29
| +0.3% | +$1.26K | 0.09% | 169 |
|
|
2024
Q4 | $456K | Buy |
10,732
+1,633
| +18% | +$69.4K | 0.09% | 171 |
|
|
2024
Q3 | $403K | Buy |
9,099
+374
| +4% | +$16.6K | 0.08% | 178 |
|
|
2024
Q2 | $371K | Sell |
8,725
-702
| -7% | -$29.9K | 0.08% | 175 |
|
|
2024
Q1 | $404K | Hold |
9,427
| – | – | 0.09% | 176 |
|
|
2023
Q4 | $408K | Sell |
9,427
-7,163
| -43% | -$310K | 0.09% | 175 |
|
|
2023
Q3 | $679K | Hold |
16,590
| – | – | 0.18% | 109 |
|
|
2023
Q2 | $706K | Hold |
16,590
| – | – | 0.19% | 104 |
|
|
2023
Q1 | $716K | Sell |
16,590
-788
| -5% | -$34K | 0.2% | 101 |
|
|
2022
Q4 | $734K | Buy |
17,378
+512
| +3% | +$21.6K | 0.22% | 94 |
|
|
2022
Q3 | $706K | Buy |
16,866
+1,652
| +11% | +$69.2K | 0.23% | 92 |
|
|
2022
Q2 | $668K | Buy |
15,214
+7,271
| +92% | +$319K | 0.21% | 98 |
|
|
2022
Q1 | $369K | Buy |
7,943
+3,238
| +69% | +$150K | 0.1% | 157 |
|
|
2021
Q4 | $233K | Buy |
+4,705
| New | +$233K | 0.15% | 110 |
|
|
2021
Q3 | – | Sell |
-17,327
| Closed | -$863K | – | 154 |
|
|
2021
Q2 | $863K | Buy |
+17,327
| New | +$863K | 0.32% | 63 |
|
|
2021
Q1 | – | Sell |
-4,637
| Closed | -$235K | – | 166 |
|
|
2020
Q4 | $235K | Buy |
+4,637
| New | +$235K | 0.1% | 125 |
|