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

Tidemark’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
Q2 		– Sell
-5,619
Closed -$243K – 716
2025
Q1 		$243K Buy
5,619
+36
+0.6% +$1.54K 0.09% 103
2024
Q4 		$237K Sell
5,583
-1,035
-16% -$44.7K 0.09% 100
2024
Q3 		$293K Buy
+6,618
New +$289K 0.12% 87

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tidemark's EUSB Position: Q2 2025 in Review

Tidemark sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 5,619 shares — an estimated $243K sold.

Tidemark first reported a position in EUSB in Q3 2024 and held it in 3 quarters. The position peaked at $293K in Q3 2024. 173 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Tidemark reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Tidemark sold 5,619 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $243K.
  • Tidemark first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and held it in 3 quarters.
  • Tidemark's iShares ESG Advanced Universal USD Bond ETF position peaked at $293K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Tidemark's 13F filing for Q2 2025, filed 11 Aug 2025.