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Bartlett & Co’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bartlett & Co’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
Q4 		$293K Sell
6,762
-1,045
-13% -$43.4K ﹤0.01% 422
2023
Q3 		$319K Hold
7,807
– – 0.01% 395
2023
Q2 		$332K Hold
7,807
– – 0.01% 393
2023
Q1 		$337K Sell
7,807
-426
-5% -$18.3K 0.01% 328
2022
Q4 		$347K Buy
+8,233
New +$346K 0.01% 325

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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Bartlett & Co's EUSB Position: Q4 2023 in Review

Bartlett & Co reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 13% in Q4 2023, selling an estimated $43.4K and leaving 6,762 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Bartlett & Co first reported a position in EUSB in Q4 2022 and has held it in 5 quarters since. The position peaked at $347K in Q4 2022. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

  • Bartlett & Co held 6,762 shares of iShares ESG Advanced Universal USD Bond ETF worth $293K as of Q4 2023.
  • Bartlett & Co sold 1,045 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $43.4K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #422 holding.
  • Bartlett & Co first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • Bartlett & Co's iShares ESG Advanced Universal USD Bond ETF position peaked at $347K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.