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

Stratos Wealth Partners’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 Q1	$2.1M	Buy	48,333 +3,874	+9%	+$170K	0.02%	557
2025 Q4	$1.95M	Buy	44,459 +1,790	+4%	+$78.8K	0.02%	558
2025 Q3	$1.87M	Buy	42,669 +2,711	+7%	+$118K	0.02%	549
2025 Q2	$1.74M	Buy	39,958 +2,301	+6%	+$98.9K	0.02%	537
2025 Q1	$1.63M	Buy	37,657 +1,409	+4%	+$60.4K	0.02%	502
2024 Q4	$1.54M	Buy	36,248 +17,131	+90%	+$740K	0.02%	543
2024 Q3	$847K	Buy	19,117 +18	+0.1%	+$785	0.01%	745
2024 Q2	$813K	Buy	19,099 +542	+3%	+$22.9K	0.01%	721
2024 Q1	$795K	Buy	18,557 +562	+3%	+$24K	0.01%	728
2023 Q4	$778K	Buy	17,995 +3,229	+22%	+$134K	0.01%	711
2023 Q3	$603K	Buy	14,766 +1,970	+15%	+$82.6K	0.01%	753
2023 Q2	$545K	Buy	12,796 +1,171	+10%	+$50.2K	0.01%	736
2023 Q1	$503K	Buy	+11,625	New	+$499K	0.01%	703

Other funds holding EUSB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return