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Leverty Financial Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Leverty Financial Group’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
Q1 		– Sell
-1,001
Closed -$49K – 55
2021
Q4 		$49K Buy
+1,001
New +$49.5K 0.04% 48

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5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
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
I
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leverty Financial Group's EUSB Position: Q1 2022 in Review

Leverty Financial Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2022, closing a stake of 1,001 shares — an estimated $49K sold.

Leverty Financial Group first reported a position in EUSB in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 108 funds tracked by Wall St. Rank hold EUSB as of Q1 2022.

  • Leverty Financial Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 1,001 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2022, an estimated $49K.
  • Leverty Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $49K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.