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Liberty Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-364
Closed -$18K – 459
2021
Q3 		$18K Buy
364
+23
+7% +$1.15K 0.01% 674
2021
Q2 		$17K Buy
+341
New +$16.8K 0.01% 540

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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Liberty Wealth Management's EUSB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2021, closing a stake of 364 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in EUSB in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 110 funds tracked by Wall St. Rank hold EUSB as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 364 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2021, an estimated $18K.
  • Liberty Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $18K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.