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Bartlett & Co Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bartlett & Co Wealth 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 		$294K Hold
6,762
– – ﹤0.01% 425
2026
Q1 		$294K Hold
6,762
– – ﹤0.01% 404
2025
Q4 		$297K Hold
6,762
– – ﹤0.01% 407
2025
Q3 		$297K Hold
6,762
– – ﹤0.01% 403
2025
Q2 		$294K Hold
6,762
– – ﹤0.01% 395
2025
Q1 		$293K Hold
6,762
– – ﹤0.01% 401
2024
Q4 		$287K Hold
6,762
– – ﹤0.01% 395
2024
Q3 		$300K Hold
6,762
– – ﹤0.01% 399
2024
Q2 		$288K Hold
6,762
– – ﹤0.01% 402
2024
Q1 		$290K Hold
6,762
– – ﹤0.01% 408
2023
Q4 		$293K Sell
6,762
-1,045
-13% -$43.4K ﹤0.01% 422
2023
Q3 		$319K Hold
7,807
– – 0.01% 395
2023
Q2 		$332K Hold
7,807
– – 0.01% 393
2023
Q1 		$337K Sell
7,807
-426
-5% -$18.3K 0.01% 328
2022
Q4 		$347K Buy
+8,233
New +$346K 0.01% 325

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

Bartlett & Co Wealth Management's EUSB Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 6,762 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Bartlett & Co Wealth Management first reported a position in EUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $347K in Q4 2022. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Bartlett & Co Wealth Management held 6,762 shares of iShares ESG Advanced Universal USD Bond ETF worth $294K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bartlett & Co Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $347K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.