SHJ
EUSB icon

Sharkey, Howes & Javer’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sharkey, Howes & Javer’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 		$897K Buy
20,640
+2,767
+15% +$120K 0.11% 88
2026
Q1 		$777K Buy
17,873
+683
+4% +$30K 0.1% 92
2025
Q4 		$755K Sell
17,190
-1,474
-8% -$64.9K 0.1% 94
2025
Q3 		$820K Sell
18,664
-18,000
-49% -$784K 0.11% 92
2025
Q2 		$1.6M Buy
36,664
+9,214
+34% +$396K 0.21% 74
2025
Q1 		$1.19M Buy
27,450
+2,721
+11% +$117K 0.17% 81
2024
Q4 		$1.05M Sell
24,729
-8,866
-26% -$383K 0.15% 83
2024
Q3 		$1.49M Buy
33,595
+725
+2% +$31.6K 0.21% 69
2024
Q2 		$1.4M Buy
32,870
+1,206
+4% +$50.9K 0.23% 59
2024
Q1 		$1.36M Buy
31,664
+845
+3% +$36.1K 0.22% 60
2023
Q4 		$1.33M Sell
30,819
-14,676
-32% -$609K 0.24% 55
2023
Q3 		$1.86M Buy
45,495
+5,465
+14% +$229K 0.36% 47
2023
Q2 		$1.7M Sell
40,030
-71,479
-64% -$3.07M 0.32% 45
2023
Q1 		$4.82M Sell
111,509
-45,919
-29% -$1.97M 1.03% 22
2022
Q4 		$6.64M Buy
157,428
+5,543
+4% +$233K 1.53% 13
2022
Q3 		$6.36M Buy
151,885
+137
+0.1% +$6K 1.39% 16
2022
Q2 		$6.67M Sell
151,748
-14,197
-9% -$632K 1.62% 13
2022
Q1 		$7.71M Buy
165,945
+27,671
+20% +$1.32M 1.77% 14
2021
Q4 		$6.84M Buy
138,274
+82,532
+148% +$4.08M 1.54% 18
2021
Q3 		$2.76M Buy
55,742
+17,920
+47% +$896K 0.71% 26
2021
Q2 		$1.88M Buy
37,822
+9,432
+33% +$466K 0.5% 30
2021
Q1 		$1.39M Buy
28,390
+14,303
+102% +$712K 0.44% 32
2020
Q4 		$713K Buy
+14,087
New +$711K 0.24% 44

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
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

Sharkey, Howes & Javer's EUSB Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 15% in Q2 2026, buying an estimated $120K and bringing the position to 20,640 shares worth $897K. The position accounts for 0.11% of the portfolio, ranked #88.

Sharkey, Howes & Javer first reported a position in EUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.71M in Q1 2022. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Sharkey, Howes & Javer held 20,640 shares of iShares ESG Advanced Universal USD Bond ETF worth $897K as of Q2 2026.
  • Sharkey, Howes & Javer bought 2,767 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.11% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #88 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Advanced Universal USD Bond ETF position peaked at $7.71M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.