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RFG Advisory’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

RFG Advisory’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
Q4 		– Sell
-8,502
Closed -$373K – 1002
2025
Q3 		$373K Sell
8,502
-1,253
-13% -$54.6K 0.01% 765
2025
Q2 		$425K Buy
9,755
+2,868
+42% +$123K 0.01% 692
2025
Q1 		$298K Sell
6,887
-827
-11% -$35.5K 0.01% 719
2024
Q4 		$328K Buy
+7,714
New +$333K 0.01% 623

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
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 22.9% 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

RFG Advisory's EUSB Position: Q4 2025 in Review

RFG Advisory sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 8,502 shares — an estimated $373K sold.

RFG Advisory first reported a position in EUSB in Q4 2024 and held it in 4 quarters. The position peaked at $425K in Q2 2025. 156 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

  • RFG Advisory reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • RFG Advisory sold 8,502 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $373K.
  • RFG Advisory first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 4 quarters.
  • RFG Advisory's iShares ESG Advanced Universal USD Bond ETF position peaked at $425K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on RFG Advisory's 13F filing for Q4 2025, filed 3 Feb 2026.