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Private Advisor Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Private Advisor 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
Q3 		– Sell
-5,691
Closed -$242K – 2318
2023
Q2 		$242K Buy
+5,691
New +$244K ﹤0.01% 1756
2022
Q1 		– Sell
-23,184
Closed -$1.15M – 2141
2021
Q4 		$1.15M Buy
+23,184
New +$1.15M 0.01% 1057

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Private Advisor Group's EUSB Position: Q3 2023 in Review

Private Advisor Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2023, closing a stake of 5,691 shares — an estimated $242K sold.

Private Advisor Group first reported a position in EUSB in Q4 2021 and held it in 2 quarters. The position peaked at $1.15M in Q4 2021. 131 funds tracked by Wall St. Rank hold EUSB as of Q3 2023.

  • Private Advisor Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Private Advisor Group sold 5,691 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2023, an estimated $242K.
  • Private Advisor Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • Private Advisor Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.15M in Q4 2021.
  • 131 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2023.

Based on Private Advisor Group's 13F filing for Q3 2023, filed 3 Nov 2023.