Clarity Asset Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Clarity Asset 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	–	Sell	-1,112	Closed	-$48.4K	–	123
2026 Q1	$48.4K	Buy	1,112 +7	+0.6%	+$307	0.02%	129
2025 Q4	$48.5K	Sell	1,105 -65	-6%	-$2.86K	0.03%	97
2025 Q3	$51.4K	Buy	1,170 +11	+0.9%	+$479	0.03%	95
2025 Q2	$50.5K	Buy	+1,159	New	+$49.8K	0.03%	97
2024 Q4	–	Sell	-35,549	Closed	-$1.57M	–	218
2024 Q3	$1.57M	Buy	+35,549	New	+$1.55M	1.09%	13
2024 Q2	–	Sell	-33,261	Closed	-$1.42M	–	199
2024 Q1	$1.42M	Buy	33,261 +10,753	+48%	+$459K	0.98%	15
2023 Q4	$974K	Buy	+22,508	New	+$934K	0.77%	15

Other funds holding EUSB

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Clarity Asset Management's EUSB Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 1,112 shares — an estimated $48.4K sold.

Clarity Asset Management first reported a position in EUSB in Q4 2023 and held it in 7 quarters. The position peaked at $1.57M in Q3 2024. 24 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Clarity Asset Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 1,112 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $48.4K.
Clarity Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 7 quarters.
Clarity Asset Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.57M in Q3 2024.
24 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.