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Baker Avenue Asset Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Baker Avenue Asset Management’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 		$2.21M Buy
50,814
+314
+0.6% +$13.6K 0.04% 217
2026
Q1 		$2.2M Buy
50,500
+616
+1% +$27K 0.05% 202
2025
Q4 		$2.19M Buy
49,884
+6,686
+15% +$294K 0.05% 200
2025
Q3 		$1.9M Buy
43,198
+2,319
+6% +$101K 0.05% 209
2025
Q2 		$1.78M Sell
40,879
-2,595
-6% -$112K 0.05% 199
2025
Q1 		$1.88M Buy
43,474
+3,067
+8% +$131K 0.06% 195
2024
Q4 		$1.72M Sell
40,407
-2,305
-5% -$99.5K 0.05% 202
2024
Q3 		$1.89M Buy
42,712
+7,411
+21% +$323K 0.06% 188
2024
Q2 		$1.5M Hold
35,301
– – 0.05% 196
2024
Q1 		$1.51M Buy
35,301
+212
+0.6% +$9.05K 0.06% 188
2023
Q4 		$1.52M Buy
35,089
+2,248
+7% +$93.3K 0.07% 180
2023
Q3 		$1.34M Buy
32,841
+16,169
+97% +$678K 0.07% 179
2023
Q2 		$710K Buy
16,672
+326
+2% +$14K 0.04% 218
2023
Q1 		$707K Hold
16,346
– – 0.04% 213
2022
Q4 		$690K Buy
16,346
+3,289
+25% +$138K 0.04% 204
2022
Q3 		$546K Hold
13,057
– – 0.03% 224
2022
Q2 		$574K Hold
13,057
– – 0.04% 197
2022
Q1 		$607K Sell
13,057
-19,445
-60% -$926K 0.03% 204
2021
Q4 		$1.61M Buy
32,502
+2,200
+7% +$109K 0.08% 132
2021
Q3 		$1.5M Buy
+30,302
New +$1.51M 0.09% 123

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

Baker Avenue Asset Management's EUSB Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.62% in Q2 2026, buying an estimated $13.6K and bringing the position to 50,814 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #217.

Baker Avenue Asset Management first reported a position in EUSB in Q3 2021 and has held it in 20 quarters since. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Baker Avenue Asset Management held 50,814 shares of iShares ESG Advanced Universal USD Bond ETF worth $2.21M as of Q2 2026.
  • Baker Avenue Asset Management bought 314 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.04% of Baker Avenue Asset Management's portfolio in Q2 2026, its #217 holding.
  • Baker Avenue Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.