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Baystate Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Baystate Wealth 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 		– Sell
-1,237
Closed -$52K – 1045
2022
Q4 		$52K Buy
+1,237
New +$52K ﹤0.01% 321

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Baystate Wealth Management's EUSB Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 1,237 shares — an estimated $52K sold.

Baystate Wealth Management first reported a position in EUSB in Q4 2022 and held it in 1 quarter. The position peaked at $52K in Q4 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • Baystate Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1,237 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $52K.
  • Baystate Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $52K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.