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Aspire Private Capital’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Aspire Private Capital’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
Q2 		– Sell
-268
Closed -$11.5K – 707
2024
Q1 		$11.5K Buy
268
+22
+9% +$940 ﹤0.01% 387
2023
Q4 		$10.6K Sell
246
-141
-36% -$5.85K ﹤0.01% 382
2023
Q3 		$15.8K Buy
387
+33
+9% +$1.38K 0.01% 345
2023
Q2 		$15.1K Hold
354
– – ﹤0.01% 327
2023
Q1 		$15.3K Sell
354
-438
-55% -$18.8K 0.01% 319
2022
Q4 		$33.4K Buy
+792
New +$33.3K 0.01% 236

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
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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 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
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

Aspire Private Capital's EUSB Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 268 shares — an estimated $11.5K sold.

Aspire Private Capital first reported a position in EUSB in Q4 2022 and held it in 6 quarters. The position peaked at $33.4K in Q4 2022. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • Aspire Private Capital reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Aspire Private Capital sold 268 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $11.5K.
  • Aspire Private Capital first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 6 quarters.
  • Aspire Private Capital's iShares ESG Advanced Universal USD Bond ETF position peaked at $33.4K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.