AAS
EUSB icon

Avantax Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Avantax Advisory Services’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 		$418K Buy
9,598
+1,641
+21% +$70.6K ﹤0.01% 1689
2025
Q1 		$345K Buy
7,957
+329
+4% +$14.1K ﹤0.01% 1737
2024
Q4 		$324K Sell
7,628
-2,739
-26% -$118K ﹤0.01% 1732
2024
Q3 		$459K Buy
10,367
+1,025
+11% +$44.7K ﹤0.01% 1468
2024
Q2 		$398K Buy
9,342
+1,098
+13% +$46.4K ﹤0.01% 1517
2024
Q1 		$353K Sell
8,244
-363
-4% -$15.5K ﹤0.01% 1217
2023
Q4 		$372K Sell
8,607
-2,083
-19% -$86.4K ﹤0.01% 1125
2023
Q3 		$437K Sell
10,690
-1,203
-10% -$50.4K ﹤0.01% 1001
2023
Q2 		$506K Buy
11,893
+915
+8% +$39.3K 0.01% 938
2023
Q1 		$475K Sell
10,978
-2,113
-16% -$90.6K 0.01% 939
2022
Q4 		$552K Buy
13,091
+1,634
+14% +$68.7K 0.01% 814
2022
Q3 		$479K Sell
11,457
-27
-0.2% -$1.18K 0.01% 792
2022
Q2 		$505K Sell
11,484
-907
-7% -$40.4K 0.01% 779
2022
Q1 		$577K Buy
12,391
+5,347
+76% +$255K 0.01% 735
2021
Q4 		$348K Buy
7,044
+1,607
+30% +$79.4K 0.01% 907
2021
Q3 		$270K Buy
+5,437
New +$272K ﹤0.01% 972

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

Avantax Advisory Services's EUSB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 21% in Q2 2025, buying an estimated $70.6K and bringing the position to 9,598 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Avantax Advisory Services first reported a position in EUSB in Q3 2021 and has held it in 16 quarters since. The position peaked at $577K in Q1 2022. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Avantax Advisory Services held 9,598 shares of iShares ESG Advanced Universal USD Bond ETF worth $418K as of Q2 2025.
  • Avantax Advisory Services bought 1,641 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $70.6K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1689 holding.
  • Avantax Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • Avantax Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $577K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.