SWA
EUSB icon

Stratos Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-5,133
Closed -$218K – 691
2024
Q4 		$218K Sell
5,133
-2,440
-32% -$105K 0.01% 659
2024
Q3 		$336K Sell
7,573
-3,093
-29% -$135K 0.02% 588
2024
Q2 		$454K Buy
10,666
+1,147
+12% +$48.4K 0.02% 496
2024
Q1 		$408K Buy
9,519
+679
+8% +$29K 0.02% 500
2023
Q4 		$382K Sell
8,840
-5,504
-38% -$228K 0.02% 507
2023
Q3 		$586K Buy
14,344
+429
+3% +$18K 0.04% 399
2023
Q2 		$593K Sell
13,915
-1,346
-9% -$57.7K 0.04% 407
2023
Q1 		$660K Sell
15,261
-4,483
-23% -$192K 0.05% 371
2022
Q4 		$833K Buy
19,744
+3,717
+23% +$156K 0.07% 311
2022
Q3 		$671K Sell
16,027
-1,869
-10% -$81.9K 0.07% 305
2022
Q2 		$787K Buy
17,896
+978
+6% +$43.6K 0.07% 297
2022
Q1 		$786K Buy
16,918
+3,764
+29% +$179K 0.06% 313
2021
Q4 		$650K Buy
+13,154
New +$650K 0.05% 345

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stratos Wealth Advisors's EUSB Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 5,133 shares — an estimated $218K sold.

Stratos Wealth Advisors first reported a position in EUSB in Q4 2021 and held it in 13 quarters. The position peaked at $833K in Q4 2022. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,133 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $218K.
  • Stratos Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 13 quarters.
  • Stratos Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $833K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.