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

Bestgate Wealth 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
Q3 		$244K Buy
+5,869
New +$251K 0.15% 65

Other funds holding EUSB

XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Bestgate Wealth Advisors's EUSB Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2026: 5,869 shares worth $244K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings.

22 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Bestgate Wealth Advisors held 5,869 shares of iShares ESG Advanced Universal USD Bond ETF worth $244K as of Q3 2026.
  • iShares ESG Advanced Universal USD Bond ETF was a new Bestgate Wealth Advisors position in Q3 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.15% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • 22 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.