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SageView Advisory Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

SageView Advisory 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
2024
Q2 		– Sell
-9,286
Closed -$588K – 586
2024
Q1 		$588K Buy
+9,286
New +$397K 0.03% 291

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SageView Advisory Group's EUSB Position: Q2 2024 in Review

SageView Advisory Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 9,286 shares — an estimated $588K sold.

SageView Advisory Group first reported a position in EUSB in Q1 2024 and held it in 1 quarter. The position peaked at $588K in Q1 2024. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • SageView Advisory Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 9,286 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $588K.
  • SageView Advisory Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $588K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.