BFSG LLC’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

BFSG LLC’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	$1.36M	Buy	31,335 +3,023	+11%	+$131K	0.12%	158
2026 Q1	$1.23M	Buy	28,312 +1,254	+5%	+$55K	0.12%	152
2025 Q4	$1.19M	Buy	27,058 +1,825	+7%	+$80.3K	0.12%	157
2025 Q3	$1.11M	Sell	25,233 -132	-0.5%	-$5.75K	0.11%	172
2025 Q2	$1.1M	Buy	25,365 +5,000	+25%	+$215K	0.12%	154
2025 Q1	$882K	Buy	20,365 +499	+3%	+$21.4K	0.11%	161
2024 Q4	$844K	Buy	19,866 +29	+0.1%	+$1.25K	0.1%	159
2024 Q3	$879K	Buy	19,837 +5,001	+34%	+$218K	0.1%	164
2024 Q2	$631K	Buy	14,836 +951	+7%	+$40.2K	0.08%	169
2024 Q1	$595K	Buy	13,885 +233	+2%	+$9.95K	0.08%	167
2023 Q4	$591K	Buy	13,652 +2,500	+22%	+$104K	0.09%	164
2023 Q3	$456K	Buy	11,152 +5,365	+93%	+$225K	0.07%	169
2023 Q2	$246K	Buy	+5,787	New	+$248K	0.04%	203

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

BFSG LLC's EUSB Position: Q2 2026 in Review

BFSG LLC increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 11% in Q2 2026, buying an estimated $131K and bringing the position to 31,335 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #158.

BFSG LLC first reported a position in EUSB in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

BFSG LLC held 31,335 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.36M as of Q2 2026.
BFSG LLC bought 3,023 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $131K.
iShares ESG Advanced Universal USD Bond ETF made up 0.12% of BFSG LLC's portfolio in Q2 2026, its #158 holding.
BFSG LLC first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.