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B. Riley Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-7,669
Closed -$339K – 1187
2024
Q3 		$339K Sell
7,669
-524
-6% -$22.9K 0.01% 900
2024
Q2 		$349K Sell
8,193
-7,056
-46% -$298K 0.01% 954
2024
Q1 		$623K Buy
15,249
+9,876
+184% +$422K 0.02% 692
2023
Q4 		$232K Sell
5,373
-9,876
-65% -$410K 0.01% 1179
2023
Q3 		$623K Buy
15,249
+7,882
+107% +$330K 0.02% 692
2023
Q2 		$314K Sell
7,367
-836
-10% -$35.9K 0.01% 1100
2023
Q1 		$355K Sell
8,203
-10,399
-56% -$446K 0.01% 974
2022
Q4 		$785K Sell
18,602
-1,698
-8% -$71.3K 0.02% 620
2022
Q3 		$850K Sell
20,300
-4,558
-18% -$200K 0.03% 554
2022
Q2 		$1.09M Buy
24,858
+687
+3% +$30.6K 0.05% 393
2022
Q1 		$1.12M Buy
24,171
+15,015
+164% +$715K 0.04% 448
2021
Q4 		$453K Buy
9,156
+2,005
+28% +$99.1K 0.01% 867
2021
Q3 		$355K Buy
7,151
+2,276
+47% +$114K 0.01% 950
2021
Q2 		$243K Buy
+4,875
New +$241K 0.01% 1132

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

B. Riley Wealth Advisors's EUSB Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 7,669 shares — an estimated $339K sold.

B. Riley Wealth Advisors first reported a position in EUSB in Q2 2021 and held it in 14 quarters. The position peaked at $1.12M in Q1 2022. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,669 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $339K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and held it in 14 quarters.
  • B. Riley Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.12M in Q1 2022.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.