TFO
EUSB icon

Tarbox Family Office’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Tarbox Family Office’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 		$1.84M Buy
42,320
+9,636
+29% +$418K 0.26% 30
2026
Q1 		$1.42M Buy
32,684
+2,742
+9% +$120K 0.23% 32
2025
Q4 		$1.31M Buy
29,942
+372
+1% +$16.4K 0.21% 33
2025
Q3 		$1.3M Sell
29,570
-365
-1% -$15.9K 0.19% 34
2025
Q2 		$1.3M Buy
29,935
+50
+0.2% +$2.15K 0.2% 35
2025
Q1 		$1.29M Buy
29,885
+7,994
+37% +$343K 0.22% 33
2024
Q4 		$930K Buy
21,891
+1,387
+7% +$59.9K 0.15% 40
2024
Q3 		$908K Buy
20,504
+3,131
+18% +$137K 0.15% 39
2024
Q2 		$739K Buy
17,373
+192
+1% +$8.11K 0.13% 44
2024
Q1 		$736K Buy
17,181
+718
+4% +$30.7K 0.13% 48
2023
Q4 		$712K Sell
16,463
-360
-2% -$14.9K 0.14% 41
2023
Q3 		$687K Buy
+16,823
New +$705K 0.14% 43

Other funds holding EUSB

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Tarbox Family Office's EUSB Position: Q2 2026 in Review

Tarbox Family Office increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 29% in Q2 2026, buying an estimated $418K and bringing the position to 42,320 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #30.

Tarbox Family Office first reported a position in EUSB in Q3 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Tarbox Family Office held 42,320 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.84M as of Q2 2026.
  • Tarbox Family Office bought 9,636 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $418K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.26% of Tarbox Family Office's portfolio in Q2 2026, its #30 holding.
  • Tarbox Family Office first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 71 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.