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Advisornet Financial’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-186
Closed -$8.24K – 2045
2024
Q3 		$8.24K Buy
186
+6
+3% +$262 ﹤0.01% 1460
2024
Q2 		$7.66K Hold
180
– – ﹤0.01% 1381
2024
Q1 		$7.71K Hold
180
– – ﹤0.01% 1362
2023
Q4 		$7.79K Sell
180
-63
-26% -$2.61K ﹤0.01% 1378
2023
Q3 		$9.93K Buy
243
+24
+11% +$1.01K ﹤0.01% 1245
2023
Q2 		$9.32K Hold
219
– – ﹤0.01% 1345
2023
Q1 		$9.47K Sell
219
-12,664
-98% -$543K ﹤0.01% 1316
2022
Q4 		$544K Sell
12,883
-652
-5% -$27.4K 0.05% 284
2022
Q3 		$566K Buy
13,535
+13,304
+5,759% +$583K 0.06% 290
2022
Q2 		$10K Sell
231
-2,372
-91% -$106K ﹤0.01% 1333
2022
Q1 		$121K Buy
2,603
+2,391
+1,128% +$114K 0.01% 683
2021
Q4 		$10K Sell
212
-933
-81% -$46.1K ﹤0.01% 1482
2021
Q3 		$57K Buy
1,145
+1,086
+1,841% +$54.3K ﹤0.01% 969
2021
Q2 		$3K Buy
59
+34
+136% +$1.68K ﹤0.01% 1632
2021
Q1 		$1K Buy
+25
New +$1.25K ﹤0.01% 1685

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Advisornet Financial's EUSB Position: Q4 2024 in Review

Advisornet Financial sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 186 shares — an estimated $8.24K sold.

Advisornet Financial first reported a position in EUSB in Q1 2021 and held it in 15 quarters. The position peaked at $566K in Q3 2022. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Advisornet Financial reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 186 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $8.24K.
  • Advisornet Financial first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 15 quarters.
  • Advisornet Financial's iShares ESG Advanced Universal USD Bond ETF position peaked at $566K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.