SWG
EUSB icon

Summit Wealth Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-13,142
Closed – – 142
2023
Q1 		$0 Buy
+13,142
New +$564K ﹤0.01% 192

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Summit Wealth Group's EUSB Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 13,142 shares.

Summit Wealth Group first reported a position in EUSB in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 13,142 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023.
  • Summit Wealth Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $0 in Q1 2023.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.