LRIA
EUSB icon

Leonard Rickey Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Leonard Rickey Investment Advisors’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 		$1.69M Sell
38,808
-3,581
-8% -$156K 0.26% 34
2026
Q1 		$1.84M Buy
42,389
+618
+1% +$27.1K 0.32% 34
2025
Q4 		$1.83M Sell
41,771
-3,257
-7% -$143K 0.33% 33
2025
Q3 		$1.98M Buy
45,028
+291
+0.7% +$12.7K 0.37% 32
2025
Q2 		$1.95M Sell
44,737
-3,716
-8% -$160K 0.39% 29
2025
Q1 		$2.07M Buy
48,453
+86
+0.2% +$3.69K 0.45% 28
2024
Q4 		$2.05M Sell
48,367
-449
-0.9% -$19.4K 0.47% 26
2024
Q3 		$2.16M Sell
48,816
-231
-0.5% -$10.1K 0.49% 28
2024
Q2 		$2.09M Buy
49,047
+511
+1% +$21.6K 0.5% 28
2024
Q1 		$2.08M Buy
48,536
+697
+1% +$29.8K 0.54% 26
2023
Q4 		$2.07M Buy
47,839
+940
+2% +$39K 0.61% 24
2023
Q3 		$1.92M Buy
46,899
+646
+1% +$27.1K 0.63% 23
2023
Q2 		$1.97M Sell
46,253
-460
-1% -$19.7K 0.74% 21
2023
Q1 		$2.02M Buy
46,713
+63
+0.1% +$2.7K 0.79% 18
2022
Q4 		$1.97M Buy
46,650
+1,385
+3% +$58.2K 0.83% 17
2022
Q3 		$1.89M Sell
45,265
-405
-0.9% -$17.7K 0.89% 16
2022
Q2 		$2.01M Sell
45,670
-8,180
-15% -$364K 0.88% 16
2022
Q1 		$2.5M Buy
53,850
+2,790
+5% +$133K 0.95% 16
2021
Q4 		$2.52M Buy
51,060
+1,956
+4% +$96.6K 0.92% 16
2021
Q3 		$2.44M Buy
49,104
+2,908
+6% +$145K 1.02% 14
2021
Q2 		$2.31M Buy
46,196
+26,946
+140% +$1.33M 1% 13
2021
Q1 		$944K Buy
+19,250
New +$958K 0.38% 28

Other funds holding EUSB

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM

Leonard Rickey Investment Advisors's EUSB Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 8.4% in Q2 2026, selling an estimated $156K and leaving 38,808 shares worth $1.69M. The position accounts for 0.26% of the portfolio, ranked #34.

Leonard Rickey Investment Advisors first reported a position in EUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.52M in Q4 2021. 64 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Leonard Rickey Investment Advisors held 38,808 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.69M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 3,581 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $156K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.26% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Leonard Rickey Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.52M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.