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Coldstream Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Coldstream Capital 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
Q1 		– Sell
-12,424
Closed -$546K – 1222
2025
Q4 		$546K Sell
12,424
-944
-7% -$41.5K 0.01% 688
2025
Q3 		$587K Buy
13,368
+6,684
+100% +$291K 0.01% 668
2025
Q2 		$291K Buy
+6,684
New +$287K ﹤0.01% 899

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I
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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coldstream Capital Management's EUSB Position: Q1 2026 in Review

Coldstream Capital Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2026, closing a stake of 12,424 shares — an estimated $546K sold.

Coldstream Capital Management first reported a position in EUSB in Q2 2025 and held it in 3 quarters. The position peaked at $587K in Q3 2025. 162 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Coldstream Capital Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 12,424 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $546K.
  • Coldstream Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and held it in 3 quarters.
  • Coldstream Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $587K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.