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FormulaFolio Investments’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-31,825
Closed -$1.61M – 559
2020
Q4 		$1.61M Buy
+31,825
New +$1.61M 0.03% 274

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

FormulaFolio Investments's EUSB Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2021, closing a stake of 31,825 shares — an estimated $1.61M sold.

FormulaFolio Investments first reported a position in EUSB in Q4 2020 and held it in 1 quarter. The position peaked at $1.61M in Q4 2020. 53 funds tracked by Wall St. Rank hold EUSB as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 31,825 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2021, an estimated $1.61M.
  • FormulaFolio Investments first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.61M in Q4 2020.
  • 53 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.