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Raleigh Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Raleigh Capital Management’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
-42
Closed -$1.87K – 1038
2024
Q3 		$1.87K Buy
+42
New +$1.83K ﹤0.01% 826
2023
Q4 		– Sell
-30
Closed -$1.23K – 1116
2023
Q3 		$1.23K Buy
+30
New +$1.26K ﹤0.01% 814

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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
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRIA
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Raleigh Capital Management's EUSB Position: Q4 2024 in Review

Raleigh Capital Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 42 shares — an estimated $1.87K sold.

Raleigh Capital Management first reported a position in EUSB in Q3 2023 and held it in 2 quarters. The position peaked at $1.87K in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Raleigh Capital Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 42 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $1.87K.
  • Raleigh Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2023 and held it in 2 quarters.
  • Raleigh Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.87K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Raleigh Capital Management's 13F filing for Q4 2024, filed 17 Jan 2025.