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

Congress 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
2025 Q2	$707K	Buy	16,244 +2,473	+18%	+$106K	0.01%	813
2025 Q1	$597K	Buy	13,771 +936	+7%	+$40.1K	0.01%	763
2024 Q4	$545K	Sell	12,835 -4,736	-27%	-$204K	0.01%	620
2024 Q3	$778K	Buy	17,571 +390	+2%	+$17K	0.01%	559
2024 Q2	$731K	Buy	+17,181	New	+$725K	0.01%	474
2023 Q4	–	Sell	-13,663	Closed	-$558K	–	623
2023 Q3	$558K	Buy	13,663 +2,713	+25%	+$114K	0.01%	446
2023 Q2	$466K	Buy	10,950 +360	+3%	+$15.4K	0.01%	428
2023 Q1	$458K	Buy	10,590 +107	+1%	+$4.59K	0.01%	429
2022 Q4	$442K	Buy	10,483 +1,795	+21%	+$75.4K	0.01%	423
2022 Q3	$364K	Buy	8,688 +1,579	+22%	+$69.2K	0.01%	440
2022 Q2	$312K	Buy	+7,109	New	+$317K	0.01%	469

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Congress Wealth Management's EUSB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 18% in Q2 2025, buying an estimated $106K and bringing the position to 16,244 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #813.

Congress Wealth Management first reported a position in EUSB in Q2 2022 and has held it in 11 quarters since. The position peaked at $778K in Q3 2024. 173 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

Congress Wealth Management held 16,244 shares of iShares ESG Advanced Universal USD Bond ETF worth $707K as of Q2 2025.
Congress Wealth Management bought 2,473 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $106K.
iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #813 holding.
Congress Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2022 and has held it in 11 quarters since.
Congress Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $778K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.