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

Merit 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 		$392K Sell
9,025
-784
-8% -$34K ﹤0.01% 1644
2026
Q1 		$427K Buy
+9,809
New +$431K ﹤0.01% 1455
2025
Q3 		– Sell
-8,828
Closed -$384K – 1821
2025
Q2 		$384K Buy
8,828
+2,819
+47% +$121K ﹤0.01% 1221
2025
Q1 		$260K Buy
+6,009
New +$258K ﹤0.01% 1180

Other funds holding EUSB

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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Merit Financial Group reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 8% in Q2 2026, selling an estimated $34K and leaving 9,025 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Merit Financial Group first reported a position in EUSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $427K in Q1 2026. 25 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Merit Financial Group held 9,025 shares of iShares ESG Advanced Universal USD Bond ETF worth $392K as of Q2 2026.
  • Merit Financial Group sold 784 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1644 holding.
  • Merit Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Merit Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $427K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.