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Thrive Capital Management (Pennsylvania)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q1 		– Sell
-5,568
Closed -$235K – 125
2022
Q4 		$235K Sell
5,568
-607
-10% -$25.5K 0.15% 102
2022
Q3 		$258K Sell
6,175
-355
-5% -$15.6K 0.17% 91
2022
Q2 		$287K Sell
6,530
-45
-0.7% -$2K 0.2% 82
2022
Q1 		$306K Sell
6,575
-1,446
-18% -$68.8K 0.18% 71
2021
Q4 		$397K Buy
+8,021
New +$396K 0.26% 72

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SWM
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AI
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Thrive Capital Management (Pennsylvania)'s EUSB Position: Q1 2023 in Review

Thrive Capital Management (Pennsylvania) sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 5,568 shares — an estimated $235K sold.

Thrive Capital Management (Pennsylvania) first reported a position in EUSB in Q4 2021 and held it in 5 quarters. The position peaked at $397K in Q4 2021. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • Thrive Capital Management (Pennsylvania) reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 5,568 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $235K.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 5 quarters.
  • Thrive Capital Management (Pennsylvania)'s iShares ESG Advanced Universal USD Bond ETF position peaked at $397K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2023, filed 8 May 2023.