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Patriot Investment Management Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Patriot Investment Management 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
2023
Q1 		– Sell
-173
Closed -$7.51K – 266
2022
Q4 		$7.51K Buy
+173
New +$7.27K ﹤0.01% 368

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I
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Osaic Holdings
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OWA
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SWM
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Patriot Investment Management Group's EUSB Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 173 shares — an estimated $7.51K sold.

Patriot Investment Management Group first reported a position in EUSB in Q4 2022 and held it in 1 quarter. The position peaked at $7.51K in Q4 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 173 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $7.51K.
  • Patriot Investment Management Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $7.51K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.