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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
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

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Key Financial Inc's EUSB Position: Q2 2026 in Review

Key Financial Inc increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 37% in Q2 2026, buying an estimated $42.6K and bringing the position to 3,630 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #340.

Key Financial Inc first reported a position in EUSB in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Key Financial Inc held 3,630 shares of iShares ESG Advanced Universal USD Bond ETF worth $158K as of Q2 2026.
  • Key Financial Inc bought 980 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $42.6K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #340 holding.
  • Key Financial Inc first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.