VERITY Wealth Advisors reduced its position in shares of iShares ESG Advanced Total USD Bond Market ETF (NYSEARCA:EUSB – Get Rating) by 7.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,320 shares of the company’s stock after selling 1,599 shares during the period. iShares ESG Advanced Total USD Bond Market ETF comprises 0.8% of VERITY Wealth Advisors’ portfolio, making the stock its 26th largest position. VERITY Wealth Advisors owned 0.10% of iShares ESG Advanced Total USD Bond Market ETF worth $815,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. CoreCap Advisors LLC acquired a new position in shares of iShares ESG Advanced Total USD Bond Market ETF during the second quarter worth $28,000. Absolute Capital Management LLC acquired a new position in shares of iShares ESG Advanced Total USD Bond Market ETF during the third quarter worth $73,000. Congress Wealth Management LLC DE acquired a new position in shares of iShares ESG Advanced Total USD Bond Market ETF during the second quarter worth $312,000. United Capital Financial Advisers LLC lifted its position in shares of iShares ESG Advanced Total USD Bond Market ETF by 63.4% during the second quarter. United Capital Financial Advisers LLC now owns 7,246 shares of the company’s stock worth $319,000 after purchasing an additional 2,811 shares in the last quarter. Finally, DHK Financial Advisors Inc. lifted its position in shares of iShares ESG Advanced Total USD Bond Market ETF by 7.5% during the second quarter. DHK Financial Advisors Inc. now owns 7,419 shares of the company’s stock worth $326,000 after purchasing an additional 520 shares in the last quarter.
iShares ESG Advanced Total USD Bond Market ETF Price Performance
NYSEARCA EUSB opened at $43.12 on Friday. The company’s fifty day simple moving average is $42.88 and its 200-day simple moving average is $42.47. iShares ESG Advanced Total USD Bond Market ETF has a 52 week low of $40.62 and a 52 week high of $46.78.
iShares ESG Advanced Total USD Bond Market ETF Company Profile
The iShares ESG Advanced Total USD Bond Market ETF (EUSB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a broad array of USD-denominated bonds, without restriction of credit quality or duration, from issuers with favorable ESG ratings as viewed by MSCI research and screened further to remove those issuers for involvement in controversial activities.
Further Reading
- Get a free copy of the StockNews.com research report on iShares ESG Advanced Total USD Bond Market ETF (EUSB)
- MarketBeat Week in Review – 3/13 – 3/17
- This Small Tech With Big Growth Prospects Is Nearing A Buy Point
- Don’t Chase FedEx Higher, Wait For The Pullback
- 3 Stocks For A Defensive Tech Portfolio
- Milk the Dividends on These 3 Cash Cows
Receive News & Ratings for iShares ESG Advanced Total USD Bond Market ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Advanced Total USD Bond Market ETF and related companies with MarketBeat.com's FREE daily email newsletter.