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Brinker Capital Investments’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Brinker Capital Investments’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
2025
Q3 		– Sell
-7,787
Closed -$339K – 2057
2025
Q2 		$339K Buy
7,787
+2,682
+53% +$115K ﹤0.01% 1649
2025
Q1 		$221K Buy
+5,105
New +$219K ﹤0.01% 1765
2024
Q4 		– Sell
-5,144
Closed -$228K – 1846
2024
Q3 		$228K Buy
+5,144
New +$224K ﹤0.01% 1656
2024
Q1 		– Sell
-42,278
Closed -$1.82M – 1704
2023
Q4 		$1.82M Buy
42,278
+12,382
+41% +$514K 0.02% 673
2023
Q3 		$1.22M Buy
29,896
+23,480
+366% +$984K 0.01% 834
2023
Q2 		$273K Buy
6,416
+177
+3% +$7.59K ﹤0.01% 1439
2023
Q1 		$270K Buy
+6,239
New +$268K ﹤0.01% 1386

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