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One Wealth Management Investment & Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-5,803
Closed -$247K – 76
2024
Q2 		$247K Sell
5,803
-253
-4% -$10.7K 0.1% 100
2024
Q1 		$259K Buy
6,056
+606
+11% +$25.9K 0.11% 105
2023
Q4 		$236K Buy
+5,450
New +$226K 0.11% 107

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Envestnet Asset Management
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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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's EUSB Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2024, closing a stake of 5,803 shares — an estimated $247K sold.

One Wealth Management Investment & Advisory Services first reported a position in EUSB in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 157 funds tracked by Wall St. Rank hold EUSB as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 5,803 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2024, an estimated $247K.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $259K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.