Balanced Rock Investment Advisors LLC EUSB Holdings History
Balanced Rock Investment Advisors LLC's iShares ESG Advanced Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 211,135.00 shares of iShares ESG Advanced Total USD Bond Market ETF(EUSB), totaling $9.15 Mil. This investment constitutes 7.29% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 1.33% of the outstanding iShares ESG Advanced Total USD Bond Market ETF(EUSB) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 3 purchases of EUSB, at an average price of $41.66, for a total of 234,644.00 shares. In addition, there have been 2 sales at an average price of $42.84 for 23,509.00 shares. Based on historical transaction data and EUSB's current price of $43.35, Balanced Rock Investment Advisors LLC's estimated gain on his EUSB holdings is $383,465.87, reflecting a 3.92% gain to date.
Balanced Rock Investment Advisors LLC EUSB ($43.35) Holding Chart
Balanced Rock Investment Advisors LLC EUSB ($43.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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