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

Larson Financial 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 Q2	$348	Sell	8 -68	-89%	-$2.95K	﹤0.01%	3551
2026 Q1	$3.31K	Hold	76	–	–	﹤0.01%	2786
2025 Q4	$3.34K	Buy	76 +37	+95%	+$1.63K	﹤0.01%	2628
2025 Q3	$1.71K	Sell	39 -65	-63%	-$2.83K	﹤0.01%	2764
2025 Q2	$4.53K	Hold	104	–	–	﹤0.01%	2104
2025 Q1	$4.5K	Hold	104	–	–	﹤0.01%	1913
2024 Q4	$4.42K	Hold	104	–	–	﹤0.01%	1700
2024 Q3	$4.61K	Sell	104 -6	-5%	-$262	﹤0.01%	1681
2024 Q2	$4.68K	Hold	110	–	–	﹤0.01%	1459
2024 Q1	$4.71K	Hold	110	–	–	﹤0.01%	1213
2023 Q4	$4.76K	Hold	110	–	–	﹤0.01%	1194
2023 Q3	$4.49K	Hold	110	–	–	﹤0.01%	1204
2023 Q2	$4.68K	Buy	110 +71	+182%	+$3.05K	﹤0.01%	1118
2023 Q1	$1.69K	Buy	+39	New	+$1.67K	﹤0.01%	1272

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Larson Financial Group's EUSB Position: Q2 2026 in Review

Larson Financial Group reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 89% in Q2 2026, selling an estimated $2.95K and leaving 8 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Larson Financial Group first reported a position in EUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.76K in Q4 2023. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Larson Financial Group held 8 shares of iShares ESG Advanced Universal USD Bond ETF worth $348 as of Q2 2026.
Larson Financial Group sold 68 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.95K.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3551 holding.
Larson Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
Larson Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $4.76K in Q4 2023.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.