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

Gradient 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
2022 Q3	–	Sell	-117	Closed	-$5K	–	1392
2022 Q2	$5K	Buy	+117	New	+$5.21K	﹤0.01%	889
2022 Q1	–	Sell	-1,747	Closed	-$86K	–	1225
2021 Q4	$86K	Buy	1,747 +921	+112%	+$45.5K	﹤0.01%	385
2021 Q3	$41K	Buy	+826	New	+$41.3K	﹤0.01%	498

Other funds holding EUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Gradient Investments's EUSB Position: Q3 2022 in Review

Gradient Investments sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2022, closing a stake of 117 shares — an estimated $5K sold.

Gradient Investments first reported a position in EUSB in Q3 2021 and held it in 3 quarters. The position peaked at $86K in Q4 2021. 126 funds tracked by Wall St. Rank hold EUSB as of Q3 2022.

Gradient Investments reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 117 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2022, an estimated $5K.
Gradient Investments first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 3 quarters.
Gradient Investments's iShares ESG Advanced Universal USD Bond ETF position peaked at $86K in Q4 2021.
126 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.