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

DHK 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
2023 Q4	–	Sell	-5,333	Closed	-$218K	–	71
2023 Q3	$218K	Buy	5,333 +41	+0.8%	+$1.72K	0.19%	62
2023 Q2	$225K	Sell	5,292 -1,412	-21%	-$60.6K	0.19%	62
2023 Q1	$290K	Sell	6,704 -715	-10%	-$30.7K	0.36%	37
2022 Q4	$313K	Hold	7,419	–	–	0.44%	30
2022 Q3	$311K	Hold	7,419	–	–	0.51%	29
2022 Q2	$326K	Buy	7,419 +520	+8%	+$23.2K	0.31%	35
2022 Q1	$321K	Hold	6,899	–	–	0.27%	36
2021 Q4	$341K	Buy	+6,899	New	+$341K	0.32%	33

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $973M AUM 33.7% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

DHK Financial Advisors's EUSB Position: Q4 2023 in Review

DHK Financial Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2023, closing a stake of 5,333 shares — an estimated $218K sold.

DHK Financial Advisors first reported a position in EUSB in Q4 2021 and held it in 8 quarters. The position peaked at $341K in Q4 2021. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

DHK Financial Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
DHK Financial Advisors sold 5,333 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $218K.
DHK Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 8 quarters.
DHK Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $341K in Q4 2021.
138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on DHK Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.