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LGT Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-2,231
Closed -$94.1K – 118
2022
Q4 		$94.1K Buy
+2,231
New +$93.7K 0.11% 120

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Osaic Holdings
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OWA
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SWM
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
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LGT Financial Advisors's EUSB Position: Q1 2023 in Review

LGT Financial Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 2,231 shares — an estimated $94.1K sold.

LGT Financial Advisors first reported a position in EUSB in Q4 2022 and held it in 1 quarter. The position peaked at $94.1K in Q4 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • LGT Financial Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 2,231 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $94.1K.
  • LGT Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • LGT Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $94.1K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on LGT Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.