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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return