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

Farther Finance 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 		$524K Sell
12,059
-835
-6% -$36.3K ﹤0.01% 1531
2026
Q1 		$560K Buy
12,894
+1,399
+12% +$61.4K 0.01% 1320
2025
Q4 		$505K Sell
11,495
-2,349
-17% -$103K 0.01% 1303
2025
Q3 		$608K Buy
13,844
+3,205
+30% +$140K 0.01% 976
2025
Q2 		$463K Sell
10,639
-1,331
-11% -$57.2K 0.01% 937
2025
Q1 		$518K Buy
11,970
+2,702
+29% +$116K 0.01% 770
2024
Q4 		$394K Sell
9,268
-397
-4% -$17.1K 0.01% 681
2024
Q3 		$428K Buy
9,665
+1,394
+17% +$60.8K 0.02% 661
2024
Q2 		$348K Buy
8,271
+355
+4% +$15K 0.02% 610
2024
Q1 		$335K Buy
7,916
+189
+2% +$8.07K 0.02% 495
2023
Q4 		$334K Buy
7,727
+1,444
+23% +$59.9K 0.02% 423
2023
Q3 		$257K Sell
6,283
-1,354
-18% -$56.8K 0.04% 333
2023
Q2 		$325K Sell
7,637
-7,503
-50% -$322K 0.07% 227
2023
Q1 		$655K Sell
15,140
-8,282
-35% -$355K 0.19% 100
2022
Q4 		$988K Buy
+23,422
New +$984K 0.38% 48

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Farther Finance Advisors's EUSB Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 6.5% in Q2 2026, selling an estimated $36.3K and leaving 12,059 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Farther Finance Advisors first reported a position in EUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $988K in Q4 2022. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Farther Finance Advisors held 12,059 shares of iShares ESG Advanced Universal USD Bond ETF worth $524K as of Q2 2026.
  • Farther Finance Advisors sold 835 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $36.3K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1531 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $988K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.