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

Apella Capital’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
Q3 		$408K Buy
9,820
+85
+0.9% +$3.63K 0.01% 551
2026
Q2 		$420K Buy
9,735
+655
+7% +$28.4K 0.01% 504
2026
Q1 		$398K Buy
+9,080
New +$399K 0.01% 500

Other funds holding EUSB

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital's EUSB Position: Q3 2026 in Review

Apella Capital increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.87% in Q3 2026, buying an estimated $3.63K and bringing the position to 9,820 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #551.

Apella Capital first reported a position in EUSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $420K in Q2 2026. 5 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Apella Capital held 9,820 shares of iShares ESG Advanced Universal USD Bond ETF worth $408K as of Q3 2026.
  • Apella Capital bought 85 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $3.63K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #551 holding.
  • Apella Capital first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's iShares ESG Advanced Universal USD Bond ETF position peaked at $420K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.