Regal Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Regal Investment Advisors’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	-9,550	Closed	-$403K	–	526
2022 Q4	$403K	Sell	9,550 -107	-1%	-$4.5K	0.04%	320
2022 Q3	$404K	Sell	9,657 -932	-9%	-$40.8K	0.04%	300
2022 Q2	$466K	Sell	10,589 -603	-5%	-$26.9K	0.05%	293
2022 Q1	$520K	Sell	11,192 -19	-0.2%	-$904	0.05%	304
2021 Q4	$554K	Buy	11,211 +3,425	+44%	+$169K	0.05%	316
2021 Q3	$386K	Buy	7,786 +2,029	+35%	+$101K	0.04%	366
2021 Q2	$286K	Buy	+5,757	New	+$284K	0.03%	431
2021 Q1	–	Sell	-4,618	Closed	-$234K	–	140
2020 Q4	$234K	Buy	+4,618	New	+$233K	0.03%	415

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Regal Investment Advisors's EUSB Position: Q1 2023 in Review

Regal Investment Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 9,550 shares — an estimated $403K sold.

Regal Investment Advisors first reported a position in EUSB in Q4 2020 and held it in 8 quarters. The position peaked at $554K in Q4 2021. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

Regal Investment Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
Regal Investment Advisors sold 9,550 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $403K.
Regal Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 8 quarters.
Regal Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $554K in Q4 2021.
129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.