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Capital Investment Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Capital Investment Advisory Services’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
2022
Q1 		– Sell
-8,924
Closed -$441K – 840
2021
Q4 		$441K Sell
8,924
-184
-2% -$9.09K 0.05% 299
2021
Q3 		$452K Sell
9,108
-740
-8% -$37K 0.06% 286
2021
Q2 		$490K Buy
9,848
+432
+5% +$21.3K 0.06% 278
2021
Q1 		$462K Buy
+9,416
New +$469K 0.07% 261

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Investment Advisory Services's EUSB Position: Q1 2022 in Review

Capital Investment Advisory Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2022, closing a stake of 8,924 shares — an estimated $441K sold.

Capital Investment Advisory Services first reported a position in EUSB in Q1 2021 and held it in 4 quarters. The position peaked at $490K in Q2 2021. 108 funds tracked by Wall St. Rank hold EUSB as of Q1 2022.

  • Capital Investment Advisory Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Investment Advisory Services sold 8,924 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2022, an estimated $441K.
  • Capital Investment Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • Capital Investment Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $490K in Q2 2021.
  • 108 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.