CAPTRUST Financial Advisors
EUSB icon

CAPTRUST Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-941
Closed -$41K – 2673
2022
Q2 		$41K Hold
941
– – ﹤0.01% 2905
2022
Q1 		$44K Hold
941
– – ﹤0.01% 2876
2021
Q4 		$47K Buy
941
+265
+39% +$13.1K ﹤0.01% 2719
2021
Q3 		$34K Buy
+676
New +$33.8K ﹤0.01% 2823

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PAS
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I
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OWA
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AWS
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SHJ
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CAPTRUST Financial Advisors's EUSB Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2022, closing a stake of 941 shares — an estimated $41K sold.

CAPTRUST Financial Advisors first reported a position in EUSB in Q3 2021 and held it in 4 quarters. The position peaked at $47K in Q4 2021. 126 funds tracked by Wall St. Rank hold EUSB as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 941 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2022, an estimated $41K.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $47K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.