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

CoreCap 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	$2.87K	Hold	66	–	–	﹤0.01%	2444
2026 Q1	$2.87K	Hold	66	–	–	﹤0.01%	2322
2025 Q4	$2.9K	Hold	66	–	–	﹤0.01%	2369
2025 Q3	$2.9K	Hold	66	–	–	﹤0.01%	2303
2025 Q2	$2.87K	Hold	66	–	–	﹤0.01%	2243
2025 Q1	$2.86K	Hold	66	–	–	﹤0.01%	2259
2024 Q4	$2.8K	Buy	+66	New	+$2.85K	﹤0.01%	2130
2022 Q4	$33K	Buy	+783	New	+$32.9K	﹤0.01%	1128
2022 Q3	–	Sell	-641	Closed	-$28K	–	999
2022 Q2	$28K	Buy	+641	New	+$28.5K	﹤0.01%	1126
2022 Q1	–	Sell	-973	Closed	-$48K	–	1005
2021 Q4	$48K	Buy	+973	New	+$48.1K	﹤0.01%	1013

Other funds holding EUSB

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return