APA
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American Portfolios Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$155K Sell
3,697
-535
-13% -$23.4K 0.01% 1132
2022
Q2 		$186K Buy
4,232
+745
+21% +$33.2K 0.01% 1080
2022
Q1 		$162K Buy
3,487
+452
+15% +$21.5K 0.01% 1271
2021
Q4 		$150K Buy
3,035
+357
+13% +$17.6K 0.01% 1305
2021
Q3 		$133K Sell
2,678
-160
-6% -$8K 0.01% 1322
2021
Q2 		$141K Buy
2,838
+2,667
+1,560% +$132K 0.01% 1271
2021
Q1 		$8.38K Buy
+171
New +$8.51K ﹤0.01% 2462

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

American Portfolios Advisors's EUSB Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 13% in Q3 2022, selling an estimated $23.4K and leaving 3,697 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #1132.

American Portfolios Advisors first reported a position in EUSB in Q1 2021 and has held it in 7 quarters since. The position peaked at $186K in Q2 2022. 126 funds tracked by Wall St. Rank hold EUSB as of Q3 2022.

  • American Portfolios Advisors held 3,697 shares of iShares ESG Advanced Universal USD Bond ETF worth $155K as of Q3 2022.
  • American Portfolios Advisors sold 535 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2022, an estimated $23.4K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1132 holding.
  • American Portfolios Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • American Portfolios Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $186K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.