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Longview Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Longview Financial 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
2025
Q2 		– Sell
-10,216
Closed -$443K – 41
2025
Q1 		$443K Buy
10,216
+1,012
+11% +$43.4K 0.38% 30
2024
Q4 		$391K Buy
9,204
+10
+0.1% +$432 0.31% 34
2024
Q3 		$407K Buy
9,194
+23
+0.3% +$1K 0.3% 34
2024
Q2 		$390K Buy
9,171
+1,435
+19% +$60.6K 0.3% 34
2024
Q1 		$331K Buy
+7,736
New +$330K 0.25% 38

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Longview Financial Advisors's EUSB Position: Q2 2025 in Review

Longview Financial Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 10,216 shares — an estimated $443K sold.

Longview Financial Advisors first reported a position in EUSB in Q1 2024 and held it in 5 quarters. The position peaked at $443K in Q1 2025. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Longview Financial Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Longview Financial Advisors sold 10,216 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $443K.
  • Longview Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and held it in 5 quarters.
  • Longview Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $443K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Longview Financial Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.