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Sonoma Allocations’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sonoma Allocations’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
-21,068
Closed -$916K – 131
2026
Q1 		$916K Buy
21,068
+7,127
+51% +$313K 0.32% 52
2025
Q4 		$610K Buy
13,941
+7,129
+105% +$314K 0.2% 63
2025
Q3 		$301K Buy
+6,812
New +$297K 0.11% 96

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

Sonoma Allocations's EUSB Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 21,068 shares — an estimated $916K sold.

Sonoma Allocations first reported a position in EUSB in Q3 2025 and held it in 3 quarters. The position peaked at $916K in Q1 2026. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 21,068 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $916K.
  • Sonoma Allocations first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's iShares ESG Advanced Universal USD Bond ETF position peaked at $916K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.