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EUSB icon

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

Allworth Financial’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 		$11.8M Buy
272,256
+15,696
+6% +$682K 0.05% 216
2026
Q1 		$11.2M Buy
256,560
+16,968
+7% +$745K 0.05% 239
2025
Q4 		$10.5M Buy
239,592
+5,768
+2% +$254K 0.04% 228
2025
Q3 		$10.3M Buy
233,824
+8,669
+4% +$378K 0.05% 207
2025
Q2 		$9.81M Buy
225,155
+5,516
+3% +$237K 0.05% 205
2025
Q1 		$9.46M Buy
219,639
+11,387
+5% +$488K 0.05% 188
2024
Q4 		$8.87M Buy
208,252
+21,651
+12% +$935K 0.05% 188
2024
Q3 		$8.27M Buy
186,601
+3,878
+2% +$169K 0.05% 158
2024
Q2 		$7.85M Buy
182,723
+11,502
+7% +$486K 0.05% 161
2024
Q1 		$7.33M Buy
171,221
+17,809
+12% +$761K 0.05% 146
2023
Q4 		$6.64M Buy
153,412
+7,670
+5% +$318K 0.05% 158
2023
Q3 		$5.95M Buy
145,742
+42,398
+41% +$1.78M 0.05% 149
2023
Q2 		$4.4M Buy
103,344
+23,694
+30% +$1.02M 0.04% 180
2023
Q1 		$3.44M Buy
79,650
+17,183
+28% +$737K 0.03% 195
2022
Q4 		$2.64M Buy
62,467
+287
+0.5% +$12.1K 0.03% 209
2022
Q3 		$2.6M Buy
62,180
+8,199
+15% +$359K 0.03% 201
2022
Q2 		$2.38M Buy
53,981
+4,869
+10% +$217K 0.03% 200
2022
Q1 		$2.28M Buy
49,112
+16,486
+51% +$785K 0.03% 206
2021
Q4 		$1.61M Buy
32,626
+30,408
+1,371% +$1.5M 0.02% 223
2021
Q3 		$110K Buy
+2,218
New +$111K ﹤0.01% 595

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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's EUSB Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 6.1% in Q2 2026, buying an estimated $682K and bringing the position to 272,256 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #216.

Allworth Financial first reported a position in EUSB in Q3 2021 and has held it in 20 quarters since. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Allworth Financial held 272,256 shares of iShares ESG Advanced Universal USD Bond ETF worth $11.8M as of Q2 2026.
  • Allworth Financial bought 15,696 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $682K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #216 holding.
  • Allworth Financial first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.