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New York Life Investment Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-29,191
Closed -$1.26M – 1391
2023
Q4 		$1.26M Sell
29,191
-32,095
-52% -$1.33M 0.01% 614
2023
Q3 		$2.5M Buy
61,286
+9,924
+19% +$416K 0.03% 458
2023
Q2 		$2.19M Buy
51,362
+23,999
+88% +$1.03M 0.02% 491
2023
Q1 		$1.18M Buy
27,363
+1,619
+6% +$69.4K 0.01% 593
2022
Q4 		$1.09M Buy
25,744
+706
+3% +$29.7K 0.01% 616
2022
Q3 		$1.05M Sell
25,038
-6,385
-20% -$280K 0.01% 612
2022
Q2 		$1.38M Buy
+31,423
New +$1.4M 0.02% 576

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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 $445B AUM 25.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

New York Life Investment Management's EUSB Position: Q1 2024 in Review

New York Life Investment Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2024, closing a stake of 29,191 shares — an estimated $1.26M sold.

New York Life Investment Management first reported a position in EUSB in Q2 2022 and held it in 7 quarters. The position peaked at $2.5M in Q3 2023. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • New York Life Investment Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 29,191 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $1.26M.
  • New York Life Investment Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.5M in Q3 2023.
  • 134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.