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

Capital Analysts 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 		$198K Buy
4,576
+3,205
+234% +$139K ﹤0.01% 696
2026
Q1 		$60K Hold
1,371
– – ﹤0.01% 908
2025
Q4 		$60K Hold
1,371
– – ﹤0.01% 882
2025
Q3 		$60K Sell
1,371
-1,309
-49% -$57K ﹤0.01% 847
2025
Q2 		$117K Buy
2,680
+644
+32% +$27.7K ﹤0.01% 630
2025
Q1 		$88K Buy
2,036
+1,006
+98% +$43.1K ﹤0.01% 667
2024
Q4 		$44K Sell
1,030
-270
-21% -$11.7K ﹤0.01% 777
2024
Q3 		$58K Buy
1,300
+341
+36% +$14.9K ﹤0.01% 690
2024
Q2 		$41K Hold
959
– – ﹤0.01% 745
2024
Q1 		$41K Buy
959
+78
+9% +$3.33K ﹤0.01% 703
2023
Q4 		$38K Sell
881
-480
-35% -$19.9K ﹤0.01% 711
2023
Q3 		$56K Buy
1,361
+105
+8% +$4.4K ﹤0.01% 586
2023
Q2 		$53K Buy
1,256
+2
+0.2% +$86 ﹤0.01% 572
2023
Q1 		$54K Sell
1,254
-2,621
-68% -$112K ﹤0.01% 582
2022
Q4 		$164K Sell
3,875
-242
-6% -$10.2K 0.01% 422
2022
Q3 		$172K Buy
4,117
+869
+27% +$38.1K 0.01% 375
2022
Q2 		$143K Buy
+3,248
New +$145K 0.01% 381

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

Capital Analysts LLC's EUSB Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 234% in Q2 2026, buying an estimated $139K and bringing the position to 4,576 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Capital Analysts LLC first reported a position in EUSB in Q2 2022 and has held it in 17 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Capital Analysts LLC held 4,576 shares of iShares ESG Advanced Universal USD Bond ETF worth $198K as of Q2 2026.
  • Capital Analysts LLC bought 3,205 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $139K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #696 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.