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Resource Planning Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Resource Planning 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
2021
Q4 		– Sell
-4,039
Closed -$200K – 74
2021
Q3 		$200K Buy
+4,039
New +$202K 0.13% 85

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Resource Planning Group's EUSB Position: Q4 2021 in Review

Resource Planning Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2021, closing a stake of 4,039 shares — an estimated $200K sold.

Resource Planning Group first reported a position in EUSB in Q3 2021 and held it in 1 quarter. The position peaked at $200K in Q3 2021. 110 funds tracked by Wall St. Rank hold EUSB as of Q4 2021.

  • Resource Planning Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Resource Planning Group sold 4,039 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2021, an estimated $200K.
  • Resource Planning Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 1 quarter.
  • Resource Planning Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $200K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.