Keystone Financial Services (Colorado)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Keystone Financial Services (Colorado)’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 Q4	–	Sell	-12,595	Closed	-$523K	–	85
2022 Q3	$523K	Buy	12,595 +60	+0.5%	+$2.63K	0.3%	41
2022 Q2	$559K	Sell	12,535 -8,388	-40%	-$374K	0.3%	39
2022 Q1	$926K	Buy	20,923 +4,247	+25%	+$202K	0.53%	21
2021 Q4	$825K	Buy	+16,676	New	+$824K	0.42%	30

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Keystone Financial Services (Colorado)'s EUSB Position: Q4 2022 in Review

Keystone Financial Services (Colorado) sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2022, closing a stake of 12,595 shares — an estimated $523K sold.

Keystone Financial Services (Colorado) first reported a position in EUSB in Q4 2021 and held it in 4 quarters. The position peaked at $926K in Q1 2022. 141 funds tracked by Wall St. Rank hold EUSB as of Q4 2022.

Keystone Financial Services (Colorado) reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 12,595 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2022, an estimated $523K.
Keystone Financial Services (Colorado) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 4 quarters.
Keystone Financial Services (Colorado)'s iShares ESG Advanced Universal USD Bond ETF position peaked at $926K in Q1 2022.
141 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2022.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2022, filed 1 Feb 2023.