Cetera Advisor Networks’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Cetera Advisor Networks’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 Q1	$1.46M	Buy	34,065 +703	+2%	+$30K	0.01%	1197
2023 Q4	$1.44M	Sell	33,362 -18,338	-35%	-$761K	0.01%	1140
2023 Q3	$2.11M	Sell	51,700 -3,622	-7%	-$152K	0.01%	872
2023 Q2	$2.36M	Buy	55,322 +3,381	+7%	+$145K	0.02%	789
2023 Q1	$2.25M	Sell	51,941 -35,825	-41%	-$1.54M	0.02%	792
2022 Q4	$3.7M	Buy	87,766 +72,996	+494%	+$3.07M	0.03%	566
2022 Q3	$618K	Buy	14,770 +3,622	+32%	+$159K	0.01%	1152
2022 Q2	$490K	Buy	11,148 +1,771	+19%	+$78.9K	0.01%	1289
2022 Q1	$436K	Buy	9,377 +4,763	+103%	+$227K	0.01%	1380
2021 Q4	$228K	Buy	4,614 +53	+1%	+$2.62K	﹤0.01%	1789
2021 Q3	$226K	Buy	+4,561	New	+$228K	﹤0.01%	1719

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cetera Advisor Networks's EUSB Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2.1% in Q1 2024, buying an estimated $30K and bringing the position to 34,065 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #1197.

Cetera Advisor Networks first reported a position in EUSB in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.7M in Q4 2022. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

Cetera Advisor Networks held 34,065 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.46M as of Q1 2024.
Cetera Advisor Networks bought 703 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $30K.
iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1197 holding.
Cetera Advisor Networks first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and has held it in 11 quarters since.
Cetera Advisor Networks's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.7M in Q4 2022.
134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.