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Kestra Investment Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-253
Closed -$10.8K – 1053
2024
Q4 		$10.8K Buy
+253
New +$10.9K ﹤0.01% 815

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SWM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kestra Investment Management's EUSB Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 253 shares — an estimated $10.8K sold.

Kestra Investment Management first reported a position in EUSB in Q4 2024 and held it in 1 quarter. The position peaked at $10.8K in Q4 2024. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 253 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $10.8K.
  • Kestra Investment Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $10.8K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.