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NWAM LLC’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

NWAM LLC’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
Q2 		– Sell
-5,149
Closed -$223K – 545
2023
Q1 		$223K Hold
5,149
– – 0.02% 433
2022
Q4 		$217K Buy
+5,149
New +$216K 0.02% 474
2022
Q1 		– Sell
-9,939
Closed -$491K – 528
2021
Q4 		$491K Sell
9,939
-709
-7% -$35K 0.04% 336
2021
Q3 		$528K Buy
10,648
+29
+0.3% +$1.45K 0.05% 310
2021
Q2 		$528K Sell
10,619
-11,665
-52% -$576K 0.05% 299
2021
Q1 		$1.09M Buy
+22,284
New +$1.11M 0.11% 189

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWAM LLC's EUSB Position: Q2 2023 in Review

NWAM LLC sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 5,149 shares — an estimated $223K sold.

NWAM LLC first reported a position in EUSB in Q1 2021 and held it in 6 quarters. The position peaked at $1.09M in Q1 2021. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • NWAM LLC reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • NWAM LLC sold 5,149 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023, an estimated $223K.
  • NWAM LLC first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 6 quarters.
  • NWAM LLC's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.09M in Q1 2021.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on NWAM LLC's 13F filing for Q2 2023, filed 10 Aug 2023.