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Strategic Blueprint’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Strategic Blueprint’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
-4,908
Closed -$217K – 672
2024
Q3 		$217K Buy
4,908
+83
+2% +$3.62K 0.01% 603
2024
Q2 		$205K Buy
4,825
+5
+0.1% +$211 0.01% 583
2024
Q1 		$206K Buy
4,820
+19
+0.4% +$811 0.01% 579
2023
Q4 		$208K Sell
4,801
-1,568
-25% -$65.1K 0.02% 536
2023
Q3 		$260K Sell
6,369
-49
-0.8% -$2.05K 0.02% 454
2023
Q2 		$273K Sell
6,418
-2
-0% -$86 0.03% 443
2023
Q1 		$278K Sell
6,420
-9,546
-60% -$409K 0.03% 432
2022
Q4 		$674K Sell
15,966
-9,938
-38% -$418K 0.08% 243
2022
Q3 		$1.08M Buy
25,904
+437
+2% +$19.1K 0.13% 168
2022
Q2 		$1.12M Sell
25,467
-1,334
-5% -$59.4K 0.14% 165
2022
Q1 		$1.25M Sell
26,801
-1,661
-6% -$79.1K 0.14% 150
2021
Q4 		$1.41M Buy
28,462
+8,140
+40% +$402K 0.18% 124
2021
Q3 		$1.01M Buy
20,322
+6,761
+50% +$338K 0.16% 142
2021
Q2 		$674K Buy
13,561
+4,387
+48% +$217K 0.11% 193
2021
Q1 		$450K Buy
+9,174
New +$457K 0.1% 183

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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Strategic Blueprint's EUSB Position: Q4 2024 in Review

Strategic Blueprint sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 4,908 shares — an estimated $217K sold.

Strategic Blueprint first reported a position in EUSB in Q1 2021 and held it in 15 quarters. The position peaked at $1.41M in Q4 2021. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Strategic Blueprint reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 4,908 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $217K.
  • Strategic Blueprint first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 15 quarters.
  • Strategic Blueprint's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.41M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.