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Brookstone Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Brookstone Capital Management’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 		$953K Buy
21,935
+2,023
+10% +$87.9K 0.01% 716
2026
Q1 		$866K Buy
19,912
+713
+4% +$31.3K 0.01% 692
2025
Q4 		$843K Buy
19,199
+1,656
+9% +$72.9K 0.01% 673
2025
Q3 		$770K Buy
17,543
+1,679
+11% +$73.1K 0.01% 690
2025
Q2 		$691K Sell
15,864
-936
-6% -$40.2K 0.01% 665
2025
Q1 		$728K Sell
16,800
-625
-4% -$26.8K 0.01% 625
2024
Q4 		$740K Buy
17,425
+935
+6% +$40.4K 0.01% 601
2024
Q3 		$731K Buy
16,490
+577
+4% +$25.2K 0.01% 594
2024
Q2 		$685K Buy
15,913
+293
+2% +$12.4K 0.01% 574
2024
Q1 		$669K Sell
15,620
-923
-6% -$39.4K 0.01% 563
2023
Q4 		$716K Sell
16,543
-1,422
-8% -$59K 0.01% 525
2023
Q3 		$718K Sell
17,965
-142
-0.8% -$5.95K 0.02% 496
2023
Q2 		$760K Buy
18,107
+13
+0.1% +$558 0.02% 488
2023
Q1 		$777K Sell
18,094
-1,719
-9% -$73.7K 0.02% 501
2022
Q4 		$853K Sell
19,813
-27,834
-58% -$1.17M 0.02% 464
2022
Q3 		$1.98M Sell
47,647
-13,032
-21% -$571K 0.05% 289
2022
Q2 		$2.66M Sell
60,679
-6,151
-9% -$274K 0.06% 250
2022
Q1 		$3.02M Buy
66,830
+1,188
+2% +$56.5K 0.06% 241
2021
Q4 		$3.19M Buy
65,642
+6,343
+11% +$313K 0.06% 211
2021
Q3 		$2.94M Buy
59,299
+3,637
+7% +$182K 0.05% 220
2021
Q2 		$2.77M Buy
55,662
+15,024
+37% +$742K 0.05% 223
2021
Q1 		$1.99M Buy
40,638
+8,573
+27% +$427K 0.08% 181
2020
Q4 		$1.62M Buy
+32,065
New +$1.62M 0.06% 194

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

Brookstone Capital Management's EUSB Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 10% in Q2 2026, buying an estimated $87.9K and bringing the position to 21,935 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #716.

Brookstone Capital Management first reported a position in EUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.19M in Q4 2021. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Brookstone Capital Management held 21,935 shares of iShares ESG Advanced Universal USD Bond ETF worth $953K as of Q2 2026.
  • Brookstone Capital Management bought 2,023 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $87.9K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #716 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Brookstone Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.19M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.