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Beacon Pointe Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Beacon Pointe Advisors’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 		$310K Buy
+7,137
New +$310K ﹤0.01% 1589
2023
Q2 		– Sell
-30,091
Closed -$1.3M – 1113
2023
Q1 		$1.3M Buy
+30,091
New +$1.29M 0.02% 484

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

Beacon Pointe Advisors's EUSB Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026: 7,137 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in EUSB as recently as Q1 2023.

Beacon Pointe Advisors first reported a position in EUSB in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.3M in Q1 2023. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Beacon Pointe Advisors held 7,137 shares of iShares ESG Advanced Universal USD Bond ETF worth $310K as of Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF was a new Beacon Pointe Advisors position in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1589 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.3M in Q1 2023.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.