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Able Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Able Wealth Management’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-236
Closed -$10.2K – 235
2023
Q4 		$10.2K Buy
+236
New +$9.79K 0.01% 278

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Able Wealth Management's EUSB Position: Q1 2024 in Review

Able Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2024, closing a stake of 236 shares — an estimated $10.2K sold.

Able Wealth Management first reported a position in EUSB in Q4 2023 and held it in 1 quarter. The position peaked at $10.2K in Q4 2023. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • Able Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 236 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $10.2K.
  • Able Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $10.2K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.