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

Balance 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
2026
Q2 		$403K Buy
9,275
+4,009
+76% +$174K 0.11% 106
2026
Q1 		$229K Buy
5,266
+344
+7% +$15.1K 0.07% 134
2025
Q4 		$216K Buy
+4,922
New +$217K 0.07% 135

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 22.9% 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

Balance Wealth's EUSB Position: Q2 2026 in Review

Balance Wealth increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 76% in Q2 2026, buying an estimated $174K and bringing the position to 9,275 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #106.

Balance Wealth first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Balance Wealth held 9,275 shares of iShares ESG Advanced Universal USD Bond ETF worth $403K as of Q2 2026.
  • Balance Wealth bought 4,009 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.11% of Balance Wealth's portfolio in Q2 2026, its #106 holding.
  • Balance Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.