AssetMark Inc
EUSB icon

AssetMark Inc’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

AssetMark Inc’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 		$694K Buy
15,977
+383
+2% +$16.6K ﹤0.01% 1157
2026
Q1 		$678K Buy
15,594
+1,436
+10% +$63K ﹤0.01% 1108
2025
Q4 		$622K Sell
14,158
-25
-0.2% -$1.1K ﹤0.01% 1100
2025
Q3 		$623K Sell
14,183
-12,094
-46% -$527K ﹤0.01% 1061
2025
Q2 		$1.14M Buy
26,277
+4,602
+21% +$198K ﹤0.01% 898
2025
Q1 		$939K Sell
21,675
-617
-3% -$26.5K ﹤0.01% 875
2024
Q4 		$947K Sell
22,292
-6,204
-22% -$268K ﹤0.01% 860
2024
Q3 		$1.26M Buy
28,496
+6,633
+30% +$289K ﹤0.01% 745
2024
Q2 		$930K Buy
21,863
+793
+4% +$33.5K ﹤0.01% 790
2024
Q1 		$902K Buy
21,070
+3,579
+20% +$153K ﹤0.01% 741
2023
Q4 		$757K Sell
17,491
-6,906
-28% -$287K ﹤0.01% 730
2023
Q3 		$997K Buy
24,397
+2,391
+11% +$100K ﹤0.01% 616
2023
Q2 		$937K Buy
22,006
+2,402
+12% +$103K ﹤0.01% 621
2023
Q1 		$847K Sell
19,604
-24,289
-55% -$1.04M ﹤0.01% 630
2022
Q4 		$1.85M Buy
43,893
+7,046
+19% +$296K 0.01% 446
2022
Q3 		$1.54M Buy
36,847
+9,740
+36% +$427K 0.01% 430
2022
Q2 		$1.19M Buy
+27,107
New +$1.21M 0.01% 457

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

AssetMark Inc's EUSB Position: Q2 2026 in Review

AssetMark Inc increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 15,977 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

AssetMark Inc first reported a position in EUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.85M in Q4 2022. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • AssetMark Inc held 15,977 shares of iShares ESG Advanced Universal USD Bond ETF worth $694K as of Q2 2026.
  • AssetMark Inc bought 383 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $16.6K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1157 holding.
  • AssetMark Inc first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • AssetMark Inc's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.85M in Q4 2022.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.