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Financial Advocates Investment Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Financial Advocates Investment Management’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
-17,008
Closed -$737K – 669
2025
Q1 		$737K Hold
17,008
– – 0.05% 340
2024
Q4 		$723K Buy
+17,008
New +$734K 0.04% 367

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SWM
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I
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SI
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Financial Advocates Investment Management's EUSB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 17,008 shares — an estimated $737K sold.

Financial Advocates Investment Management first reported a position in EUSB in Q4 2024 and held it in 2 quarters. The position peaked at $737K in Q1 2025. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,008 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $737K.
  • Financial Advocates Investment Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $737K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.