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Wedbush Securities’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-5,720
Closed -$247K – 1247
2023
Q4 		$247K Sell
5,720
-1,428
-20% -$59.2K 0.01% 857
2023
Q3 		$292K Buy
7,148
+472
+7% +$19.8K 0.01% 741
2023
Q2 		$284K Hold
6,676
– – 0.01% 783
2023
Q1 		$289K Sell
6,676
-7,101
-52% -$305K 0.01% 764
2022
Q4 		$581K Sell
13,777
-731
-5% -$30.7K 0.03% 468
2022
Q3 		$607K Sell
14,508
-467
-3% -$20.5K 0.03% 445
2022
Q2 		$659K Sell
14,975
-308
-2% -$13.7K 0.04% 420
2022
Q1 		$710K Sell
15,283
-1,597
-9% -$76K 0.03% 447
2021
Q4 		$835K Buy
16,880
+2,082
+14% +$103K 0.04% 432
2021
Q3 		$734K Buy
14,798
+2,835
+24% +$142K 0.03% 448
2021
Q2 		$595K Buy
11,963
+2,792
+30% +$138K 0.03% 564
2021
Q1 		$450K Buy
+9,171
New +$457K 0.02% 619

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wedbush Securities's EUSB Position: Q1 2024 in Review

Wedbush Securities sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2024, closing a stake of 5,720 shares — an estimated $247K sold.

Wedbush Securities first reported a position in EUSB in Q1 2021 and held it in 12 quarters. The position peaked at $835K in Q4 2021. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • Wedbush Securities reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Wedbush Securities sold 5,720 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $247K.
  • Wedbush Securities first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 12 quarters.
  • Wedbush Securities's iShares ESG Advanced Universal USD Bond ETF position peaked at $835K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on Wedbush Securities's 13F filing for Q1 2024, filed 15 May 2024.