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Baldrige Asset Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Baldrige Asset Management’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
2023
Q1 		$223K Buy
5,147
+22
+0.4% +$944 0.09% 109
2022
Q4 		$216K Sell
5,125
-3,032
-37% -$127K 0.1% 102
2022
Q3 		$341K Sell
8,157
-4,463
-35% -$196K 0.16% 84
2022
Q2 		$555K Buy
12,620
+337
+3% +$15K 0.25% 66
2022
Q1 		$571K Buy
+12,283
New +$585K 0.23% 68

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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Baldrige Asset Management's EUSB Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.43% in Q1 2023, buying an estimated $944 and bringing the position to 5,147 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #109.

Baldrige Asset Management first reported a position in EUSB in Q1 2022 and has held it in 5 quarters since. The position peaked at $571K in Q1 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • Baldrige Asset Management held 5,147 shares of iShares ESG Advanced Universal USD Bond ETF worth $223K as of Q1 2023.
  • Baldrige Asset Management bought 22 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $944.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.09% of Baldrige Asset Management's portfolio in Q1 2023, its #109 holding.
  • Baldrige Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2022 and has held it in 5 quarters since.
  • Baldrige Asset Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $571K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.