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

Other funds holding EUSB

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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Brinker Capital Investments's EUSB Position: Q3 2025 in Review

Brinker Capital Investments sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 7,787 shares — an estimated $339K sold.

Brinker Capital Investments first reported a position in EUSB in Q1 2023 and held it in 7 quarters. The position peaked at $1.82M in Q4 2023. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

Brinker Capital Investments reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Brinker Capital Investments sold 7,787 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $339K.
Brinker Capital Investments first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 7 quarters.
Brinker Capital Investments's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.82M in Q4 2023.
152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.