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Concurrent Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Concurrent Investment Advisors’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 		$347K Sell
7,992
-708
-8% -$30.7K ﹤0.01% 1611
2026
Q1 		$378K Sell
8,700
-914
-10% -$40.1K ﹤0.01% 1357
2025
Q4 		$422K Buy
+9,614
New +$423K ﹤0.01% 1225

Other funds holding EUSB

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Concurrent Investment Advisors's EUSB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 8.1% in Q2 2026, selling an estimated $30.7K and leaving 7,992 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Concurrent Investment Advisors first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 74 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Concurrent Investment Advisors held 7,992 shares of iShares ESG Advanced Universal USD Bond ETF worth $347K as of Q2 2026.
  • Concurrent Investment Advisors sold 708 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $30.7K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1611 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $422K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.