Balanced Rock Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Balanced Rock Investment Advisors’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 Q2	$3.08M	Buy	70,839 +2,283	+3%	+$99.2K	1.92%	16
2026 Q1	$2.98M	Sell	68,556 -2,838	-4%	-$125K	2.09%	15
2025 Q4	$3.13M	Buy	71,394 +1,258	+2%	+$55.4K	2.23%	14
2025 Q3	$3.08M	Buy	70,136 +2,930	+4%	+$128K	2.25%	13
2025 Q2	$2.93M	Sell	67,206 -143,929	-68%	-$6.19M	2.3%	13
2025 Q1	$9.15M	Sell	211,135 -18,997	-8%	-$814K	7.29%	1
2024 Q4	$9.78M	Buy	230,132 +4,806	+2%	+$207K	7.74%	1
2024 Q3	$9.98M	Buy	225,326 +13,218	+6%	+$577K	7.83%	1
2024 Q2	$9.03M	Buy	212,108 +5,175	+3%	+$218K	7.59%	2
2024 Q1	$8.86M	Sell	206,933 -4,512	-2%	-$193K	7.56%	1
2023 Q4	$9.15M	Buy	+211,445	New	+$8.77M	8.13%	1

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Balanced Rock Investment Advisors's EUSB Position: Q2 2026 in Review

Balanced Rock Investment Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 3.3% in Q2 2026, buying an estimated $99.2K and bringing the position to 70,839 shares worth $3.08M. The position accounts for 1.92% of the portfolio, ranked #16.

Balanced Rock Investment Advisors first reported a position in EUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.98M in Q3 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Balanced Rock Investment Advisors held 70,839 shares of iShares ESG Advanced Universal USD Bond ETF worth $3.08M as of Q2 2026.
Balanced Rock Investment Advisors bought 2,283 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $99.2K.
iShares ESG Advanced Universal USD Bond ETF made up 1.92% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #16 holding.
Balanced Rock Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $9.98M in Q3 2024.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.