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Diversify Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-9,751
Closed -$423K – 837
2025
Q1 		$423K Sell
9,751
-2,220
-19% -$95.2K 0.03% 395
2024
Q4 		$505K Sell
11,971
-4,393
-27% -$190K 0.03% 363
2024
Q3 		$710K Sell
16,364
-1,022
-6% -$44.6K 0.04% 311
2024
Q2 		$741K Buy
17,386
+619
+4% +$26.1K 0.04% 302
2024
Q1 		$711K Buy
+16,767
New +$716K 0.04% 331

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 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

Diversify Advisory Services's EUSB Position: Q2 2025 in Review

Diversify Advisory Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 9,751 shares — an estimated $423K sold.

Diversify Advisory Services first reported a position in EUSB in Q1 2024 and held it in 5 quarters. The position peaked at $741K in Q2 2024. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Diversify Advisory Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 9,751 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $423K.
  • Diversify Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and held it in 5 quarters.
  • Diversify Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $741K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.