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Atria Wealth Solutions’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-37,067
Closed -$1.61M – 1587
2025
Q1 		$1.61M Sell
37,067
-3,896
-10% -$167K 0.02% 716
2024
Q4 		$1.74M Sell
40,963
-19,787
-33% -$854K 0.02% 695
2024
Q3 		$2.69M Buy
60,750
+1,524
+3% +$66.5K 0.03% 528
2024
Q2 		$2.52M Sell
59,226
-5,643
-9% -$238K 0.03% 558
2024
Q1 		$2.78M Sell
64,869
-1,966
-3% -$84K 0.03% 520
2023
Q4 		$2.89M Sell
66,835
-23,603
-26% -$979K 0.04% 476
2023
Q3 		$3.69M Sell
90,438
-2,689
-3% -$113K 0.05% 370
2023
Q2 		$3.97M Buy
93,127
+55
+0.1% +$2.36K 0.05% 350
2023
Q1 		$4.02M Sell
93,072
-78,203
-46% -$3.35M 0.06% 314
2022
Q4 		$7.23M Sell
171,275
-4,515
-3% -$190K 0.12% 192
2022
Q3 		$7.36M Buy
175,790
+1,599
+0.9% +$70K 0.13% 167
2022
Q2 		$7.66M Buy
174,191
+1,725
+1% +$76.8K 0.14% 153
2022
Q1 		$8.01M Buy
+172,466
New +$8.21M 0.13% 164

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Wealth Solutions's EUSB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 37,067 shares — an estimated $1.61M sold.

Atria Wealth Solutions first reported a position in EUSB in Q1 2022 and held it in 13 quarters. The position peaked at $8.01M in Q1 2022. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 37,067 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $1.61M.
  • Atria Wealth Solutions first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares ESG Advanced Universal USD Bond ETF position peaked at $8.01M in Q1 2022.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.