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Goodwin Investment Advisory’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Goodwin Investment Advisory’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 		– Sell
-542
Closed -$23.4K – 55
2023
Q4 		$23.4K Sell
542
-987
-65% -$41K 0.01% 52
2023
Q3 		$62.5K Sell
1,529
-709
-32% -$29.7K 0.04% 60
2023
Q2 		$95.3K Sell
2,238
-703
-24% -$30.2K 0.06% 55
2023
Q1 		$127K Sell
2,941
-11,196
-79% -$480K 0.08% 53
2022
Q4 		$597K Sell
14,137
-1,663
-11% -$69.9K 0.42% 19
2022
Q3 		$661K Sell
15,800
-2,501
-14% -$110K 0.5% 23
2022
Q2 		$805K Buy
18,301
+1,666
+10% +$74.2K 0.62% 19
2022
Q1 		$772K Buy
16,635
+1,527
+10% +$72.7K 0.53% 20
2021
Q4 		$749K Sell
15,108
-619
-4% -$30.6K 0.56% 18
2021
Q3 		$780K Buy
15,727
+13,050
+487% +$652K 0.76% 16
2021
Q2 		$132K Buy
2,677
+425
+19% +$21K 0.14% 33
2021
Q1 		$112K Buy
2,252
+381
+20% +$19K 0.13% 33
2020
Q4 		$94K Buy
+1,871
New +$94.4K 0.12% 34

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 $266M AUM 18.48% 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

Goodwin Investment Advisory's EUSB Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2024, closing a stake of 542 shares — an estimated $23.4K sold.

Goodwin Investment Advisory first reported a position in EUSB in Q4 2020 and held it in 13 quarters. The position peaked at $805K in Q2 2022. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 542 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $23.4K.
  • Goodwin Investment Advisory first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 13 quarters.
  • Goodwin Investment Advisory's iShares ESG Advanced Universal USD Bond ETF position peaked at $805K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.