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

Next 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
2021
Q4 		$286K Buy
5,787
+5,292
+1,069% +$261K 0.02% 749
2021
Q3 		$25K Hold
495
– – ﹤0.01% 1711
2021
Q2 		$25K Buy
+495
New +$24.5K ﹤0.01% 1664

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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 $266M AUM 18.48% 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

Next Financial Group's EUSB Position: Q4 2021 in Review

Next Financial Group increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1,069% in Q4 2021, buying an estimated $261K and bringing the position to 5,787 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #749.

Next Financial Group first reported a position in EUSB in Q2 2021 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold EUSB as of Q4 2021.

  • Next Financial Group held 5,787 shares of iShares ESG Advanced Universal USD Bond ETF worth $286K as of Q4 2021.
  • Next Financial Group bought 5,292 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2021, an estimated $261K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #749 holding.
  • Next Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.