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Austin Private Wealth’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Austin Private Wealth’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
Q3 		– Sell
-7,403
Closed -$322K – 317
2025
Q2 		$322K Buy
7,403
+1,876
+34% +$80.7K 0.03% 230
2025
Q1 		$239K Sell
5,527
-2,498
-31% -$107K 0.02% 259
2024
Q4 		$341K Sell
8,025
-2,899
-27% -$125K 0.03% 186
2024
Q3 		$484K Sell
10,924
-306
-3% -$13.3K 0.05% 140
2024
Q2 		$478K Sell
11,230
-956
-8% -$40.4K 0.05% 123
2024
Q1 		$516K Buy
12,186
+2,111
+21% +$90.2K 0.06% 121
2023
Q4 		$436K Sell
10,075
-2,967
-23% -$123K 0.06% 116
2023
Q3 		$533K Buy
13,042
+616
+5% +$25.8K 0.08% 88
2023
Q2 		$529K Buy
12,426
+2,996
+32% +$129K 0.08% 90
2023
Q1 		$408K Sell
9,430
-16,942
-64% -$727K 0.07% 99
2022
Q4 		$1.11M Sell
26,372
-1,842
-7% -$77.4K 0.2% 51
2022
Q3 		$1.18M Sell
28,214
-1,700
-6% -$74.5K 0.25% 43
2022
Q2 		$1.32M Sell
29,914
-12,361
-29% -$551K 0.29% 40
2022
Q1 		$1.97M Buy
42,275
+4,129
+11% +$197K 0.39% 36
2021
Q4 		$1.89M Buy
38,146
+10,056
+36% +$497K 0.38% 37
2021
Q3 		$1.39M Buy
28,090
+14,407
+105% +$720K 0.3% 39
2021
Q2 		$680K Buy
13,683
+517
+4% +$25.5K 0.16% 50
2021
Q1 		$646K Buy
13,166
+2,163
+20% +$108K 0.17% 45
2020
Q4 		$557K Buy
+11,003
New +$555K 0.16% 53

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Austin Private Wealth's EUSB Position: Q3 2025 in Review

Austin Private Wealth sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 7,403 shares — an estimated $322K sold.

Austin Private Wealth first reported a position in EUSB in Q4 2020 and held it in 19 quarters. The position peaked at $1.97M in Q1 2022. 151 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • Austin Private Wealth reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Austin Private Wealth sold 7,403 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $322K.
  • Austin Private Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 19 quarters.
  • Austin Private Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.97M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on Austin Private Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.