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

Fortis Capital 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
Q2 		– Sell
-96
Closed -$4.15K – 273
2023
Q1 		$4.15K Hold
96
– – ﹤0.01% 519
2022
Q4 		$4.05K Buy
+96
New +$4.03K ﹤0.01% 532

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I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fortis Capital Advisors's EUSB Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 96 shares — an estimated $4.15K sold.

Fortis Capital Advisors first reported a position in EUSB in Q4 2022 and held it in 2 quarters. The position peaked at $4.15K in Q1 2023. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 96 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023, an estimated $4.15K.
  • Fortis Capital Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $4.15K in Q1 2023.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.