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Braun-Bostich & Associates’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Braun-Bostich & Associates’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
2024
Q4 		– Sell
-5,136
Closed -$228K – 110
2024
Q3 		$228K Sell
5,136
-82
-2% -$3.58K 0.16% 102
2024
Q2 		$222K Buy
+5,218
New +$220K 0.17% 99

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Braun-Bostich & Associates's EUSB Position: Q4 2024 in Review

Braun-Bostich & Associates sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 5,136 shares — an estimated $228K sold.

Braun-Bostich & Associates first reported a position in EUSB in Q2 2024 and held it in 2 quarters. The position peaked at $228K in Q3 2024. 164 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Braun-Bostich & Associates reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 5,136 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $228K.
  • Braun-Bostich & Associates first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and held it in 2 quarters.
  • Braun-Bostich & Associates's iShares ESG Advanced Universal USD Bond ETF position peaked at $228K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Braun-Bostich & Associates's 13F filing for Q4 2024, filed 17 Jan 2025.