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

Financial Connections 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
2026
Q1 		$384K Buy
8,850
+368
+4% +$16.2K 0.13% 50
2025
Q4 		$372K Buy
8,482
+865
+11% +$38.1K 0.13% 54
2025
Q3 		$334K Buy
7,617
+256
+3% +$11.2K 0.13% 55
2025
Q2 		$320K Buy
7,361
+790
+12% +$34K 0.13% 49
2025
Q1 		$284K Sell
6,571
-15,944
-71% -$684K 0.13% 48
2024
Q4 		$956K Buy
22,515
+327
+1% +$14.1K 0.46% 28
2024
Q3 		$982K Buy
22,188
+635
+3% +$27.7K 0.48% 27
2024
Q2 		$917K Sell
21,553
-51,498
-70% -$2.17M 0.48% 28
2024
Q1 		$3.13M Buy
73,051
+14,015
+24% +$599K 3.43% 8
2023
Q4 		$2.55M Buy
59,036
+7,535
+15% +$313K 1.65% 16
2023
Q3 		$2.1M Buy
51,501
+1,003
+2% +$42K 2.59% 10
2023
Q2 		$2.15M Buy
50,498
+9,139
+22% +$392K 1.41% 20
2023
Q1 		$1.79M Buy
41,359
+942
+2% +$40.4K 1.27% 22
2022
Q4 		$1.71M Buy
40,417
+4,969
+14% +$209K 1.34% 21
2022
Q3 		$1.48M Buy
35,448
+4,876
+16% +$214K 1.25% 22
2022
Q2 		$1.34M Buy
30,572
+1,491
+5% +$66.4K 1.18% 22
2022
Q1 		$1.35M Buy
29,081
+1,377
+5% +$65.5K 1.36% 19
2021
Q4 		$1.37M Buy
+27,704
New +$1.37M 1.35% 18

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Connections Group's EUSB Position: Q1 2026 in Review

Financial Connections Group increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 4.3% in Q1 2026, buying an estimated $16.2K and bringing the position to 8,850 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #50.

Financial Connections Group first reported a position in EUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.13M in Q1 2024. 162 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Financial Connections Group held 8,850 shares of iShares ESG Advanced Universal USD Bond ETF worth $384K as of Q1 2026.
  • Financial Connections Group bought 368 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $16.2K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.13% of Financial Connections Group's portfolio in Q1 2026, its #50 holding.
  • Financial Connections Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.13M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.