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Stratos Investment Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Stratos Investment Management’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 		$338K Hold
7,782
– – 0.01% 303
2026
Q1 		$339K Buy
7,782
+873
+13% +$38.3K 0.01% 287
2025
Q4 		$303K Sell
6,909
-207
-3% -$9.11K 0.01% 289
2025
Q3 		$313K Sell
7,116
-185
-3% -$8.06K 0.01% 293
2025
Q2 		$318K Buy
7,301
+961
+15% +$41.3K 0.01% 296
2025
Q1 		$275K Buy
+6,340
New +$272K 0.01% 264

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 22.9% 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

Stratos Investment Management's EUSB Position: Q2 2026 in Review

Stratos Investment Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 7,782 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #303.

Stratos Investment Management first reported a position in EUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $339K in Q1 2026. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Stratos Investment Management held 7,782 shares of iShares ESG Advanced Universal USD Bond ETF worth $338K as of Q2 2026.
  • Stratos Investment Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #303 holding.
  • Stratos Investment Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Stratos Investment Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $339K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.