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Kestra Private Wealth Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Kestra Private Wealth 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
2023
Q3 		– Sell
-6,551
Closed -$279K – 1184
2023
Q2 		$279K Sell
6,551
-1,640
-20% -$70.3K 0.01% 846
2023
Q1 		$354K Buy
+8,191
New +$351K 0.01% 719

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Kestra Private Wealth Services's EUSB Position: Q3 2023 in Review

Kestra Private Wealth Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2023, closing a stake of 6,551 shares — an estimated $279K sold.

Kestra Private Wealth Services first reported a position in EUSB in Q1 2023 and held it in 2 quarters. The position peaked at $354K in Q1 2023. 131 funds tracked by Wall St. Rank hold EUSB as of Q3 2023.

  • Kestra Private Wealth Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,551 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2023, an estimated $279K.
  • Kestra Private Wealth Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 2 quarters.
  • Kestra Private Wealth Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $354K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2023.

Based on Kestra Private Wealth Services's 13F filing for Q3 2023, filed 8 Nov 2023.