Key Financial Inc’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Key Financial Inc’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 Q3	$183K	Buy	4,405 +775	+21%	+$33.1K	0.03%	313
2026 Q2	$158K	Buy	3,630 +980	+37%	+$42.6K	0.03%	340
2026 Q1	$115K	Hold	2,650	–	–	0.02%	383
2025 Q4	$116K	Hold	2,650	–	–	0.02%	371
2025 Q3	$116K	Hold	2,650	–	–	0.02%	369
2025 Q2	$115K	Hold	2,650	–	–	0.02%	354
2025 Q1	$115K	Buy	+2,650	New	+$114K	0.03%	335

Other funds holding EUSB

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Key Financial Inc's EUSB Position: Q3 2026 in Review

Key Financial Inc increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 21% in Q3 2026, buying an estimated $33.1K and bringing the position to 4,405 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #313.

Key Financial Inc first reported a position in EUSB in Q1 2025 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

Key Financial Inc held 4,405 shares of iShares ESG Advanced Universal USD Bond ETF worth $183K as of Q3 2026.
Key Financial Inc bought 775 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $33.1K.
iShares ESG Advanced Universal USD Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #313 holding.
Key Financial Inc first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.