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

Belpointe 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
Q2 		– Sell
-1,028
Closed -$44.4K – 1423
2023
Q1 		$44.4K Sell
1,028
-413
-29% -$17.7K ﹤0.01% 1767
2022
Q4 		$60.8K Buy
+1,441
New +$60.5K ﹤0.01% 1494
2022
Q1 		– Sell
-2,430
Closed -$120K – 1247
2021
Q4 		$120K Buy
2,430
+204
+9% +$10.1K 0.01% 1116
2021
Q3 		$111K Buy
2,226
+222
+11% +$11.1K 0.01% 1110
2021
Q2 		$100K Buy
+2,004
New +$99K 0.01% 1127

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Belpointe Asset Management's EUSB Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 1,028 shares — an estimated $44.4K sold.

Belpointe Asset Management first reported a position in EUSB in Q2 2021 and held it in 5 quarters. The position peaked at $120K in Q4 2021. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,028 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023, an estimated $44.4K.
  • Belpointe Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and held it in 5 quarters.
  • Belpointe Asset Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $120K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.