RSWM
EUSB icon

Robertson Stephens Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Robertson Stephens Wealth 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
2022
Q4 		– Sell
-25,748
Closed -$1.08M – 412
2022
Q3 		$1.08M Buy
+25,748
New +$1.13M 0.11% 146

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Robertson Stephens Wealth Management's EUSB Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2022, closing a stake of 25,748 shares — an estimated $1.08M sold.

Robertson Stephens Wealth Management first reported a position in EUSB in Q3 2022 and held it in 1 quarter. The position peaked at $1.08M in Q3 2022. 141 funds tracked by Wall St. Rank hold EUSB as of Q4 2022.

  • Robertson Stephens Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 25,748 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2022, an estimated $1.08M.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.08M in Q3 2022.
  • 141 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.