Janney Montgomery Scott
EUSB icon

Janney Montgomery Scott’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Janney Montgomery Scott’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 		– Sell
-16,669
Closed -$732K – 2840
2025
Q4 		$732K Buy
16,669
+437
+3% +$19.2K ﹤0.01% 1937
2025
Q3 		$713K Sell
16,232
-18,080
-53% -$788K ﹤0.01% 1934
2025
Q2 		$1.49M Buy
34,312
+18,399
+116% +$791K ﹤0.01% 1351
2025
Q1 		$689K Sell
15,913
-1,198
-7% -$51.4K ﹤0.01% 1776
2024
Q4 		$727K Sell
17,111
-4,625
-21% -$200K ﹤0.01% 1761
2024
Q3 		$963K Buy
21,736
+2,521
+13% +$110K ﹤0.01% 1526
2024
Q2 		$818K Sell
19,215
-535
-3% -$22.6K ﹤0.01% 1562
2024
Q1 		$846K Buy
19,750
+4,770
+32% +$204K ﹤0.01% 1619
2023
Q4 		$648K Buy
14,980
+1,517
+11% +$62.9K ﹤0.01% 1713
2023
Q3 		$550K Sell
13,463
-3,429
-20% -$144K ﹤0.01% 1709
2023
Q2 		$719K Buy
16,892
+4,409
+35% +$189K ﹤0.01% 1620
2023
Q1 		$540K Sell
12,483
-19,454
-61% -$834K ﹤0.01% 1675
2022
Q4 		$1.35M Buy
31,937
+506
+2% +$21.3K 0.01% 1212
2022
Q3 		$1.31M Buy
31,431
+1,700
+6% +$74.5K 0.01% 1176
2022
Q2 		$1.31M Buy
29,731
+2,266
+8% +$101K 0.01% 1117
2022
Q1 		$1.28M Buy
27,465
+134
+0.5% +$6.38K 0.01% 1127
2021
Q4 		$1.35M Buy
27,331
+11,536
+73% +$570K 0.01% 1172
2021
Q3 		$783K Buy
+15,795
New +$790K ﹤0.01% 1408

Other funds holding EUSB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return