SWM
EUSB icon

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

Sugarloaf 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
2024
Q4 		$1.53K Sell
36
-858
-96% -$37K ﹤0.01% 637
2024
Q3 		$39.6K Buy
894
+370
+71% +$16.1K 0.01% 327
2024
Q2 		$22.3K Hold
524
– – ﹤0.01% 383
2024
Q1 		$22.4K Sell
524
-1,218
-70% -$52K ﹤0.01% 391
2023
Q4 		$75.4K Hold
1,742
– – 0.02% 239
2023
Q3 		$71.2K Buy
1,742
+97
+6% +$4.07K 0.02% 244
2023
Q2 		$70K Hold
1,645
– – 0.02% 246
2023
Q1 		$71.1K Sell
1,645
-4,459
-73% -$191K 0.02% 237
2022
Q4 		$258K Hold
6,104
– – 0.06% 110
2022
Q3 		$256K Buy
+6,104
New +$267K 0.07% 106

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 $18.1B AUM 15% 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

Sugarloaf Wealth Management's EUSB Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 96% in Q4 2024, selling an estimated $37K and leaving 36 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Sugarloaf Wealth Management first reported a position in EUSB in Q3 2022 and has held it in 10 quarters since. The position peaked at $258K in Q4 2022. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Sugarloaf Wealth Management held 36 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.53K as of Q4 2024.
  • Sugarloaf Wealth Management sold 858 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $37K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #637 holding.
  • Sugarloaf Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and has held it in 10 quarters since.
  • Sugarloaf Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $258K in Q4 2022.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.