United Capital Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

United Capital Financial 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
2026 Q1	$1.39M	Buy	31,995 +611	+2%	+$26.8K	0.01%	652
2025 Q4	$1.38M	Buy	31,384 +99	+0.3%	+$4.36K	0.01%	638
2025 Q3	$1.37M	Sell	31,285 -10,795	-26%	-$470K	0.01%	558
2025 Q2	$1.83M	Buy	42,080 +4,091	+11%	+$176K	0.01%	460
2025 Q1	$1.65M	Buy	37,989 +1,544	+4%	+$66.2K	0.01%	465
2024 Q4	$1.55M	Sell	36,445 -10,660	-23%	-$460K	0.01%	472
2024 Q3	$2.09M	Sell	47,105 -235	-0.5%	-$10.3K	0.02%	406
2024 Q2	$2.01M	Buy	47,340 +701	+2%	+$29.6K	0.02%	403
2024 Q1	$2M	Buy	46,639 +6,886	+17%	+$294K	0.02%	428
2023 Q4	$1.72M	Buy	39,753 +31,620	+389%	+$1.31M	0.01%	448
2023 Q3	$332K	Buy	8,133 +322	+4%	+$13.5K	﹤0.01%	713
2023 Q2	$333K	Sell	7,811 -13,380	-63%	-$574K	﹤0.01%	747
2023 Q1	$916K	Buy	21,191 +963	+5%	+$41.3K	0.01%	603
2022 Q4	$854K	Buy	20,228 +4,952	+32%	+$208K	﹤0.01%	649
2022 Q3	$639K	Buy	15,276 +8,030	+111%	+$352K	﹤0.01%	708
2022 Q2	$319K	Buy	7,246 +2,811	+63%	+$125K	﹤0.01%	923
2022 Q1	$206K	Sell	4,435 -2,260	-34%	-$108K	﹤0.01%	1105
2021 Q4	$331K	Buy	+6,695	New	+$331K	﹤0.01%	995

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