Carr Financial Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Carr Financial Group’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 Q2	–	Sell	-12,224	Closed	-$530K	–	190
2025 Q1	$530K	Sell	12,224 -3	-0%	-$129	0.17%	88
2024 Q4	$519K	Buy	12,227 +129	+1%	+$5.57K	0.16%	94
2024 Q3	$536K	Buy	12,098 +35	+0.3%	+$1.53K	0.16%	102
2024 Q2	$513K	Sell	12,063 -2,251	-16%	-$95K	0.16%	105
2024 Q1	$613K	Sell	14,314 -8,128	-36%	-$347K	0.2%	85
2023 Q4	$971K	Buy	22,442 +503	+2%	+$20.9K	0.36%	57
2023 Q3	$900K	Buy	21,939 +299	+1%	+$12.5K	0.36%	54
2023 Q2	$921K	Buy	21,640 +103	+0.5%	+$4.42K	0.37%	52
2023 Q1	$931K	Sell	21,537 -715	-3%	-$30.7K	0.41%	45
2022 Q4	$939K	Buy	+22,252	New	+$935K	0.49%	41

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Carr Financial Group's EUSB Position: Q2 2025 in Review

Carr Financial Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 12,224 shares — an estimated $530K sold.

Carr Financial Group first reported a position in EUSB in Q4 2022 and held it in 10 quarters. The position peaked at $971K in Q4 2023. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

Carr Financial Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Carr Financial Group sold 12,224 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $530K.
Carr Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 10 quarters.
Carr Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $971K in Q4 2023.
172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Carr Financial Group's 13F filing for Q2 2025, filed 15 Jul 2025.