Pine Grove Financial Group
EUSB icon

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

Pine Grove 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
Q3 		$256K Sell
6,148
-159
-3% -$6.79K 0.02% 185
2026
Q2 		$274K Buy
6,307
+136
+2% +$5.91K 0.03% 177
2026
Q1 		$268K Buy
6,171
+27
+0.4% +$1.18K 0.03% 162
2025
Q4 		$270K Buy
+6,144
New +$270K 0.03% 161

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Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Traveka Wealth
Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return

Pine Grove Financial Group's EUSB Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2.5% in Q3 2026, selling an estimated $6.79K and leaving 6,148 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #185.

Pine Grove Financial Group first reported a position in EUSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $274K in Q2 2026. 28 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Pine Grove Financial Group held 6,148 shares of iShares ESG Advanced Universal USD Bond ETF worth $256K as of Q3 2026.
  • Pine Grove Financial Group sold 159 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $6.79K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #185 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $274K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.