Summit Financial’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Summit Financial’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	$387K	Buy	+8,918	New	+$387K	﹤0.01%	1199

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Summit Financial's EUSB Position: Q2 2026 in Review

Summit Financial opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026: 8,918 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings.

158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Summit Financial held 8,918 shares of iShares ESG Advanced Universal USD Bond ETF worth $387K as of Q2 2026.
iShares ESG Advanced Universal USD Bond ETF was a new Summit Financial position in Q2 2026.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1199 holding.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.