BFG
EUSB icon

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

Buttonwood 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
2024
Q4 		– Sell
-4,986
Closed -$221K – 30
2024
Q3 		$221K Buy
+4,986
New +$218K 0.13% 26
2023
Q1 		– Sell
-9,230
Closed -$390K – 28
2022
Q4 		$390K Buy
9,230
+298
+3% +$12.5K 0.35% 25
2022
Q3 		$374K Sell
8,932
-713
-7% -$31.2K 0.39% 19
2022
Q2 		$425K Sell
9,645
-186
-2% -$8.28K 0.42% 18
2022
Q1 		$456K Buy
+9,831
New +$468K 0.34% 17

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 22.96% 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 $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Buttonwood Financial Group's EUSB Position: Q4 2024 in Review

Buttonwood Financial Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 4,986 shares — an estimated $221K sold.

Buttonwood Financial Group first reported a position in EUSB in Q1 2022 and held it in 5 quarters. The position peaked at $456K in Q1 2022. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Buttonwood Financial Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Buttonwood Financial Group sold 4,986 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $221K.
  • Buttonwood Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2022 and held it in 5 quarters.
  • Buttonwood Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $456K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Buttonwood Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.