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Private Capital Management (Colorado)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Private Capital Management (Colorado)’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
Q4 		– Sell
-1,240
Closed -$54.9K – 236
2024
Q3 		$54.9K Hold
1,240
– – 0.01% 227
2024
Q2 		$52.8K Hold
1,240
– – 0.01% 186
2024
Q1 		$53.1K Buy
+1,240
New +$53K 0.01% 187

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EP
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SWM
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 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
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Private Capital Management (Colorado)'s EUSB Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 1,240 shares — an estimated $54.9K sold.

Private Capital Management (Colorado) first reported a position in EUSB in Q1 2024 and held it in 3 quarters. The position peaked at $54.9K in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 1,240 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $54.9K.
  • Private Capital Management (Colorado) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and held it in 3 quarters.
  • Private Capital Management (Colorado)'s iShares ESG Advanced Universal USD Bond ETF position peaked at $54.9K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.