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

Contango 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
Q1 		$263K Sell
6,045
-20,468
-77% -$899K 0.31% 46
2025
Q4 		$1.16M Buy
+26,513
New +$1.17M 1.3% 15

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Contango Wealth Management's EUSB Position: Q1 2026 in Review

Contango Wealth Management reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 77% in Q1 2026, selling an estimated $899K and leaving 6,045 shares worth $263K. The position accounts for 0.31% of the portfolio, ranked #46.

Contango Wealth Management first reported a position in EUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Contango Wealth Management held 6,045 shares of iShares ESG Advanced Universal USD Bond ETF worth $263K as of Q1 2026.
  • Contango Wealth Management sold 20,468 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $899K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.31% of Contango Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Contango Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.16M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.