COCM
EUSB icon

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

Charter Oak 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
Q1 		$2.11M Buy
48,472
+13,159
+37% +$578K 0.16% 45
2025
Q4 		$1.55M Buy
35,313
+10,962
+45% +$482K 0.12% 61
2025
Q3 		$1.07M Buy
24,351
+9,059
+59% +$395K 0.08% 76
2025
Q2 		$666K Buy
15,292
+7,769
+103% +$334K 0.06% 101
2025
Q1 		$326K Buy
+7,523
New +$323K 0.03% 140

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charter Oak Capital Management's EUSB Position: Q1 2026 in Review

Charter Oak Capital Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 37% in Q1 2026, buying an estimated $578K and bringing the position to 48,472 shares worth $2.11M. The position accounts for 0.16% of the portfolio, ranked #45.

Charter Oak Capital Management first reported a position in EUSB in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Charter Oak Capital Management held 48,472 shares of iShares ESG Advanced Universal USD Bond ETF worth $2.11M as of Q1 2026.
  • Charter Oak Capital Management bought 13,159 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $578K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.16% of Charter Oak Capital Management's portfolio in Q1 2026, its #45 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.