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EUSB icon

WealthShield Partners’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,468
Closed -$73K – 384
2021
Q2 		$73K Buy
1,468
+39
+3% +$1.93K 0.01% 409
2021
Q1 		$70K Buy
+1,429
New +$71.1K 0.01% 397

Other funds holding EUSB

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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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WealthShield Partners's EUSB Position: Q3 2021 in Review

WealthShield Partners sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2021, closing a stake of 1,468 shares — an estimated $73K sold.

WealthShield Partners first reported a position in EUSB in Q1 2021 and held it in 2 quarters. The position peaked at $73K in Q2 2021. 84 funds tracked by Wall St. Rank hold EUSB as of Q3 2021.

  • WealthShield Partners reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,468 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2021, an estimated $73K.
  • WealthShield Partners first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's iShares ESG Advanced Universal USD Bond ETF position peaked at $73K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.