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

Concourse Financial Group Securities’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
Q1 		– Sell
-3,416
Closed -$145K – 645
2024
Q4 		$145K Sell
3,416
-1,243
-27% -$53.7K 0.01% 830
2024
Q3 		$206K Buy
4,659
+797
+21% +$34.8K 0.01% 703
2024
Q2 		$164K Buy
3,862
+55
+1% +$2.32K 0.01% 755
2024
Q1 		$163K Buy
3,807
+1,457
+62% +$62.2K 0.01% 748
2023
Q4 		$102K Buy
2,350
+243
+12% +$10.1K 0.01% 892
2023
Q3 		$86.1K Buy
2,107
+88
+4% +$3.69K 0.01% 904
2023
Q2 		$86K Buy
2,019
+1,184
+142% +$50.8K 0.01% 906
2023
Q1 		$36.1K Buy
+835
New +$35.8K ﹤0.01% 1226

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Concourse Financial Group Securities's EUSB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 3,416 shares — an estimated $145K sold.

Concourse Financial Group Securities first reported a position in EUSB in Q1 2023 and held it in 8 quarters. The position peaked at $206K in Q3 2024. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,416 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $145K.
  • Concourse Financial Group Securities first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 8 quarters.
  • Concourse Financial Group Securities's iShares ESG Advanced Universal USD Bond ETF position peaked at $206K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.