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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
Q2 		$1.05M Sell
24,237
-7,758
-24% -$337K 0.01% 783
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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

United Capital Financial Advisors's EUSB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 24% in Q2 2026, selling an estimated $337K and leaving 24,237 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #783.

United Capital Financial Advisors first reported a position in EUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q3 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • United Capital Financial Advisors held 24,237 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.05M as of Q2 2026.
  • United Capital Financial Advisors sold 7,758 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $337K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #783 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • United Capital Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.09M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.