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AE Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

AE Wealth Management’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 		$37.1K Buy
853
+438
+106% +$19K ﹤0.01% 2148
2026
Q1 		$18.1K Buy
415
+28
+7% +$1.23K ﹤0.01% 2169
2025
Q4 		$17K Sell
387
-4,535
-92% -$200K ﹤0.01% 2059
2025
Q3 		$216K Buy
4,922
+3,479
+241% +$152K ﹤0.01% 1357
2025
Q2 		$62.8K Buy
1,443
+309
+27% +$13.3K ﹤0.01% 1570
2025
Q1 		$49.1K Sell
1,134
-545
-32% -$23.4K ﹤0.01% 1591
2024
Q4 		$71.3K Buy
+1,679
New +$72.5K ﹤0.01% 1494
2024
Q1 		– Sell
-10,455
Closed -$447K – 1404
2023
Q4 		$447K Sell
10,455
-6,141
-37% -$255K ﹤0.01% 1504
2023
Q3 		$678K Sell
16,596
-1,530
-8% -$64.1K ﹤0.01% 1243
2023
Q2 		$772K Buy
18,126
+1,561
+9% +$67K ﹤0.01% 1189
2023
Q1 		$716K Sell
16,565
-23,435
-59% -$1.01M ﹤0.01% 1186
2022
Q4 		$1.69M Sell
40,000
-4,501
-10% -$189K 0.01% 806
2022
Q3 		$1.86M Sell
44,501
-3,261
-7% -$143K 0.01% 723
2022
Q2 		$2.1M Buy
47,762
+148
+0.3% +$6.59K 0.02% 655
2022
Q1 		$2.21M Sell
47,614
-5,271
-10% -$251K 0.02% 681
2021
Q4 		$2.62M Buy
52,885
+30,922
+141% +$1.53M 0.02% 617
2021
Q3 		$1.09M Buy
21,963
+10,886
+98% +$544K 0.01% 837
2021
Q2 		$551K Buy
+11,077
New +$547K ﹤0.01% 1115

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 22.9% 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

AE Wealth Management's EUSB Position: Q2 2026 in Review

AE Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 106% in Q2 2026, buying an estimated $19K and bringing the position to 853 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

AE Wealth Management first reported a position in EUSB in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2021. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • AE Wealth Management held 853 shares of iShares ESG Advanced Universal USD Bond ETF worth $37.1K as of Q2 2026.
  • AE Wealth Management bought 438 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $19K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2148 holding.
  • AE Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • AE Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.62M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.