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Archer Investment Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Archer Investment Management’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
2026
Q3 		$2.28M Sell
54,885
-21,778
-28% -$930K 0.72% 43
2026
Q2 		$3.33M Buy
76,663
+938
+1% +$40.7K 1.14% 25
2026
Q1 		$3.29M Buy
75,725
+66,015
+680% +$2.9M 1.39% 20
2025
Q4 		$426K Buy
+9,710
New +$427K 0.23% 84

Other funds holding EUSB

XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Archer Investment Management's EUSB Position: Q3 2026 in Review

Archer Investment Management reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 28% in Q3 2026, selling an estimated $930K and leaving 54,885 shares worth $2.28M. The position accounts for 0.72% of the portfolio, ranked #43.

Archer Investment Management first reported a position in EUSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.33M in Q2 2026. 19 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Archer Investment Management held 54,885 shares of iShares ESG Advanced Universal USD Bond ETF worth $2.28M as of Q3 2026.
  • Archer Investment Management sold 21,778 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $930K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.72% of Archer Investment Management's portfolio in Q3 2026, its #43 holding.
  • Archer Investment Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.33M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.