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Sandbox Financial Partners’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sandbox Financial Partners’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 		$1.21M Buy
27,786
+5,974
+27% +$262K 0.34% 42
2025
Q4 		$958K Sell
21,812
-3,908
-15% -$172K 0.27% 51
2025
Q3 		$1.13M Buy
25,720
+3,319
+15% +$145K 0.32% 48
2025
Q2 		$976K Buy
22,401
+2,125
+10% +$91.4K 0.31% 49
2025
Q1 		$878K Sell
20,276
-3,147
-13% -$135K 0.31% 48
2024
Q4 		$995K Buy
23,423
+855
+4% +$36.9K 0.33% 45
2024
Q3 		$1,000K Buy
22,568
+221
+1% +$9.64K 0.35% 45
2024
Q2 		$951K Sell
22,347
-55
-0.2% -$2.32K 0.36% 45
2024
Q1 		$959K Buy
22,402
+6,146
+38% +$262K 0.4% 44
2023
Q4 		$703K Buy
16,256
+4,989
+44% +$207K 0.33% 46
2023
Q3 		$460K Sell
11,267
-1,382
-11% -$57.9K 0.24% 53
2023
Q2 		$539K Buy
12,649
+1,449
+13% +$62.2K 0.28% 48
2023
Q1 		$484K Buy
+11,200
New +$480K 0.29% 47

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 22.96% 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

Sandbox Financial Partners's EUSB Position: Q1 2026 in Review

Sandbox Financial Partners increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 27% in Q1 2026, buying an estimated $262K and bringing the position to 27,786 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #42.

Sandbox Financial Partners first reported a position in EUSB in Q1 2023 and has held it in 13 quarters since. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Sandbox Financial Partners held 27,786 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.21M as of Q1 2026.
  • Sandbox Financial Partners bought 5,974 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $262K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.34% of Sandbox Financial Partners's portfolio in Q1 2026, its #42 holding.
  • Sandbox Financial Partners first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.