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

Elios Financial Group’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 		$352K Buy
8,089
+1,149
+17% +$49.4K 0.16% 98
2025
Q1 		$301K Sell
6,940
-179
-3% -$7.67K 0.15% 96
2024
Q4 		$302K Buy
7,119
+700
+11% +$30.2K 0.14% 96
2024
Q3 		$284K Buy
+6,419
New +$280K 0.13% 98

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Elios Financial Group's EUSB Position: Q2 2025 in Review

Elios Financial Group increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 17% in Q2 2025, buying an estimated $49.4K and bringing the position to 8,089 shares worth $352K. The position accounts for 0.16% of the portfolio, ranked #98.

Elios Financial Group first reported a position in EUSB in Q3 2024 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Elios Financial Group held 8,089 shares of iShares ESG Advanced Universal USD Bond ETF worth $352K as of Q2 2025.
  • Elios Financial Group bought 1,149 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $49.4K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.16% of Elios Financial Group's portfolio in Q2 2025, its #98 holding.
  • Elios Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.