Global Financial Private Client’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Global Financial Private Client’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	-31	Closed	-$1.34K	–	662
2025 Q1	$1.34K	Hold	31	–	–	﹤0.01%	971
2024 Q4	$1.32K	Buy	31 +2	+7%	+$86	﹤0.01%	752
2024 Q3	$1.28K	Buy	+29	New	+$1.26K	﹤0.01%	747
2023 Q2	–	Sell	-263	Closed	-$11.4K	–	683
2023 Q1	$11.4K	Hold	263	–	–	0.01%	431
2022 Q4	$11.1K	Hold	263	–	–	0.01%	412
2022 Q3	$11.1K	Buy	263 +2	+0.8%	+$88	0.01%	399
2022 Q2	$11.5K	Hold	261	–	–	0.01%	382
2022 Q1	$12.1K	Buy	261 +20	+8%	+$952	0.01%	384
2021 Q4	$11.9K	Hold	241	–	–	0.01%	378
2021 Q3	$12K	Buy	241 +31	+15%	+$1.55K	0.01%	336
2021 Q2	$10.4K	Buy	210 +107	+104%	+$5.29K	0.01%	355
2021 Q1	$5.06K	Buy	+103	New	+$5.13K	﹤0.01%	358

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Global Financial Private Client's EUSB Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 31 shares — an estimated $1.34K sold.

Global Financial Private Client first reported a position in EUSB in Q1 2021 and held it in 12 quarters. The position peaked at $12.1K in Q1 2022. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

Global Financial Private Client reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 31 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $1.34K.
Global Financial Private Client first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 12 quarters.
Global Financial Private Client's iShares ESG Advanced Universal USD Bond ETF position peaked at $12.1K in Q1 2022.
172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.