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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
Q2 		$3.04K Hold
70
– – ﹤0.01% 593
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 $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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

Barrett & Company's EUSB Position: Q2 2026 in Review

Barrett & Company held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 70 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Barrett & Company first reported a position in EUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.1K in Q3 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Barrett & Company held 70 shares of iShares ESG Advanced Universal USD Bond ETF worth $3.04K as of Q2 2026.
  • Barrett & Company left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #593 holding.
  • Barrett & Company first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.1K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.