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tru Independence’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

tru Independence’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
2022
Q3 		– Sell
-13,755
Closed -$605K – 172
2022
Q2 		$605K Sell
13,755
-8,075
-37% -$360K 0.19% 80
2022
Q1 		$1.01M Buy
21,830
+9,472
+77% +$451K 0.27% 69
2021
Q4 		$611K Hold
12,358
– – 0.17% 92
2021
Q3 		$611K Hold
12,358
– – 0.17% 90
2021
Q2 		$614K Hold
12,358
– – 0.18% 71
2021
Q1 		$609K Buy
+12,358
New +$615K 0.12% 158

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

tru Independence's EUSB Position: Q3 2022 in Review

tru Independence sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2022, closing a stake of 13,755 shares — an estimated $605K sold.

tru Independence first reported a position in EUSB in Q1 2021 and held it in 6 quarters. The position peaked at $1.01M in Q1 2022. 126 funds tracked by Wall St. Rank hold EUSB as of Q3 2022.

  • tru Independence reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2022 after selling out during the quarter.
  • tru Independence sold 13,755 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2022, an estimated $605K.
  • tru Independence first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 6 quarters.
  • tru Independence's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.01M in Q1 2022.
  • 126 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2022.

Based on tru Independence's 13F filing for Q3 2022, filed 3 Nov 2022.