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Beacon Financial Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Beacon Financial Group’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 		– Sell
-5,994
Closed -$252K – 316
2023
Q3 		$252K Buy
5,994
+547
+10% +$22.9K 0.04% 226
2023
Q2 		$231K Hold
5,447
– – 0.03% 221
2023
Q1 		$236K Sell
5,447
-6,775
-55% -$291K 0.03% 214
2022
Q4 		$516K Sell
12,222
-2,715
-18% -$114K 0.07% 181
2022
Q3 		$626K Buy
+14,937
New +$654K 0.1% 164

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 $235M AUM 14.29% 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

Beacon Financial Group's EUSB Position: Q4 2023 in Review

Beacon Financial Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2023, closing a stake of 5,994 shares — an estimated $252K sold.

Beacon Financial Group first reported a position in EUSB in Q3 2022 and held it in 5 quarters. The position peaked at $626K in Q3 2022. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

  • Beacon Financial Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Financial Group sold 5,994 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $252K.
  • Beacon Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 5 quarters.
  • Beacon Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $626K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on Beacon Financial Group's 13F filing for Q4 2023, filed 23 Feb 2024.