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Atria Investments’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Atria Investments’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
-5,161
Closed -$229K – 1892
2024
Q3 		$229K Buy
5,161
+236
+5% +$10.3K ﹤0.01% 1755
2024
Q2 		$210K Buy
+4,925
New +$208K ﹤0.01% 1797
2023
Q4 		– Sell
-241,137
Closed -$9.85M – 903
2023
Q3 		$9.85M Buy
241,137
+39,173
+19% +$1.64M 0.18% 132
2023
Q2 		$8.6M Buy
201,964
+76,623
+61% +$3.29M 0.16% 154
2023
Q1 		$5.42M Buy
125,341
+69,451
+124% +$2.98M 0.1% 240
2022
Q4 		$2.36M Buy
+55,890
New +$2.35M 0.05% 452

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

Atria Investments's EUSB Position: Q4 2024 in Review

Atria Investments sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 5,161 shares — an estimated $229K sold.

Atria Investments first reported a position in EUSB in Q4 2022 and held it in 6 quarters. The position peaked at $9.85M in Q3 2023. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Atria Investments reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 5,161 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $229K.
  • Atria Investments first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 6 quarters.
  • Atria Investments's iShares ESG Advanced Universal USD Bond ETF position peaked at $9.85M in Q3 2023.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.