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Comerica Securities’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Comerica Securities’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
2023
Q3 		$395K Buy
9,667
+454
+5% +$19K 0.03% 313
2023
Q2 		$392K Buy
9,213
+265
+3% +$11.4K 0.03% 332
2023
Q1 		$387K Sell
8,948
-5,155
-37% -$221K 0.03% 336
2022
Q4 		$595K Buy
14,103
+801
+6% +$33.7K 0.04% 285
2022
Q3 		$557K Buy
13,302
+5,601
+73% +$245K 0.05% 264
2022
Q2 		$339K Buy
+7,701
New +$343K 0.03% 357

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Comerica Securities's EUSB Position: Q3 2023 in Review

Comerica Securities increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 4.9% in Q3 2023, buying an estimated $19K and bringing the position to 9,667 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #313.

Comerica Securities first reported a position in EUSB in Q2 2022 and has held it in 6 quarters since. The position peaked at $595K in Q4 2022. 131 funds tracked by Wall St. Rank hold EUSB as of Q3 2023.

  • Comerica Securities held 9,667 shares of iShares ESG Advanced Universal USD Bond ETF worth $395K as of Q3 2023.
  • Comerica Securities bought 454 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2023, an estimated $19K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.03% of Comerica Securities's portfolio in Q3 2023, its #313 holding.
  • Comerica Securities first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2022 and has held it in 6 quarters since.
  • Comerica Securities's iShares ESG Advanced Universal USD Bond ETF position peaked at $595K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.