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

Cetera 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
2024
Q1 		$1.02M Buy
23,931
+11,676
+95% +$499K 0.01% 1140
2023
Q4 		$530K Sell
12,255
-5,122
-29% -$213K 0.01% 1091
2023
Q3 		$710K Buy
17,377
+1,316
+8% +$55.2K 0.01% 882
2023
Q2 		$684K Buy
16,061
+1,568
+11% +$67.3K 0.01% 890
2023
Q1 		$627K Sell
14,493
-15,501
-52% -$665K 0.01% 903
2022
Q4 		$1.27M Buy
+29,994
New +$1.26M 0.02% 577

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cetera Advisors's EUSB Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 95% in Q1 2024, buying an estimated $499K and bringing the position to 23,931 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1140.

Cetera Advisors first reported a position in EUSB in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2022. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • Cetera Advisors held 23,931 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.02M as of Q1 2024.
  • Cetera Advisors bought 11,676 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $499K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1140 holding.
  • Cetera Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.27M 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.