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Sequoia Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sequoia Financial Advisors’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 		– Sell
-17,462
Closed -$760K – 2196
2026
Q1 		$760K Buy
+17,462
New +$767K ﹤0.01% 1023

Other funds holding EUSB

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I
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Sequoia Financial Advisors's EUSB Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 17,462 shares — an estimated $760K sold.

Sequoia Financial Advisors first reported a position in EUSB in Q1 2026 and held it in 1 quarter. The position peaked at $760K in Q1 2026. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 17,462 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $760K.
  • Sequoia Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $760K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

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