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Kelly Financial Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-120,872
Closed -$2.43M – 655
2021
Q2 		$2.43M Buy
120,872
+120,524
+34,633% +$5.95M 0.09% 66
2021
Q1 		$17.1K Buy
+348
New +$17.3K 0.01% 241

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kelly Financial Services's EUSB Position: Q3 2021 in Review

Kelly Financial Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2021, closing a stake of 120,872 shares — an estimated $2.43M sold.

Kelly Financial Services first reported a position in EUSB in Q1 2021 and held it in 2 quarters. The position peaked at $2.43M in Q2 2021. 84 funds tracked by Wall St. Rank hold EUSB as of Q3 2021.

  • Kelly Financial Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kelly Financial Services sold 120,872 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2021, an estimated $2.43M.
  • Kelly Financial Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • Kelly Financial Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.43M in Q2 2021.
  • 84 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2021.

Based on Kelly Financial Services's 13F filing for Q3 2021, filed 17 Jul 2024.