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

Northeast 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
Q1 		$262K Hold
6,027
– – 0.06% 74
2025
Q4 		$265K Sell
6,027
-117
-2% -$5.15K 0.06% 84
2025
Q3 		$270K Buy
+6,144
New +$268K 0.07% 72

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I
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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northeast Financial Group's EUSB Position: Q1 2026 in Review

Northeast Financial Group held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q1 2026 at 6,027 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #74.

Northeast Financial Group first reported a position in EUSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 162 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Northeast Financial Group held 6,027 shares of iShares ESG Advanced Universal USD Bond ETF worth $262K as of Q1 2026.
  • Northeast Financial Group left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.06% of Northeast Financial Group's portfolio in Q1 2026, its #74 holding.
  • Northeast Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Northeast Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $270K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.