BC
EUSB icon

Barrett & Company’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Barrett & Company’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
Q1 		$3.04K Hold
70
– – ﹤0.01% 556
2025
Q4 		$3.07K Hold
70
– – ﹤0.01% 562
2025
Q3 		$3.08K Hold
70
– – ﹤0.01% 558
2025
Q2 		$3.05K Hold
70
– – ﹤0.01% 561
2025
Q1 		$3.03K Hold
70
– – ﹤0.01% 530
2024
Q4 		$2.97K Hold
70
– – ﹤0.01% 529
2024
Q3 		$3.1K Hold
70
– – ﹤0.01% 514
2024
Q2 		$2.98K Hold
70
– – ﹤0.01% 523
2024
Q1 		$3K Hold
70
– – ﹤0.01% 526
2023
Q4 		$3.03K Hold
70
– – ﹤0.01% 512
2023
Q3 		$2.86K Hold
70
– – ﹤0.01% 519
2023
Q2 		$2.98K Hold
70
– – ﹤0.01% 506
2023
Q1 		$3.03K Hold
70
– – ﹤0.01% 482
2022
Q4 		$2.95K Hold
70
– – ﹤0.01% 484
2022
Q3 		$2.95K Buy
+70
New +$3.07K ﹤0.01% 484

Other funds holding EUSB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return