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

Newbridge Financial Services 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
-69
Closed -$3K – 1472
2021
Q4 		$3K Hold
69
– – ﹤0.01% 1155
2021
Q3 		$3K Hold
69
– – ﹤0.01% 1109
2021
Q2 		$3K Hold
69
– – ﹤0.01% 1211
2021
Q1 		$3K Buy
+69
New +$3.44K ﹤0.01% 1114

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5L
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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

Newbridge Financial Services Group's EUSB Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2022, closing a stake of 69 shares — an estimated $3K sold.

Newbridge Financial Services Group first reported a position in EUSB in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 108 funds tracked by Wall St. Rank hold EUSB as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 69 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2022, an estimated $3K.
  • Newbridge Financial Services Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • Newbridge Financial Services Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $3K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.