JC
EUSB icon

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

JB Capital’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
Q1 		– Sell
-9,276
Closed -$391K – 169
2022
Q4 		$391K Buy
9,276
+1,860
+25% +$78.2K 0.04% 122
2022
Q3 		$310K Buy
+7,416
New +$325K 0.03% 127

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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

JB Capital's EUSB Position: Q1 2023 in Review

JB Capital sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 9,276 shares — an estimated $391K sold.

JB Capital first reported a position in EUSB in Q3 2022 and held it in 2 quarters. The position peaked at $391K in Q4 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • JB Capital reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • JB Capital sold 9,276 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $391K.
  • JB Capital first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 2 quarters.
  • JB Capital's iShares ESG Advanced Universal USD Bond ETF position peaked at $391K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on JB Capital's 13F filing for Q1 2023, filed 25 Apr 2023.