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Continuum Advisory’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Continuum Advisory’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 		– Sell
-927
Closed -$40.2K – 759
2025
Q1 		$40.2K Sell
927
-49
-5% -$2.1K 0.01% 736
2024
Q4 		$41.5K Sell
976
-542
-36% -$23.4K 0.01% 696
2024
Q3 		$65K Sell
1,518
-613
-29% -$26.7K 0.01% 602
2024
Q2 		$90.7K Buy
2,131
+434
+26% +$18.3K 0.01% 501
2024
Q1 		$71.7K Buy
+1,697
New +$72.5K 0.01% 543
2022
Q4 		– Sell
-5,221
Closed -$218K – 420
2022
Q3 		$218K Sell
5,221
-591
-10% -$25.9K 0.04% 372
2022
Q2 		$256K Sell
5,812
-117
-2% -$5.21K 0.05% 352
2022
Q1 		$264K Buy
5,929
+19
+0.3% +$904 0.05% 335
2021
Q4 		$292K Sell
5,910
-1,330
-18% -$65.7K 0.07% 249
2021
Q3 		$359K Buy
+7,240
New +$362K 0.1% 202

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Continuum Advisory's EUSB Position: Q2 2025 in Review

Continuum Advisory sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 927 shares — an estimated $40.2K sold.

Continuum Advisory first reported a position in EUSB in Q3 2021 and held it in 10 quarters. The position peaked at $359K in Q3 2021. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Continuum Advisory reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 927 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $40.2K.
  • Continuum Advisory first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 10 quarters.
  • Continuum Advisory's iShares ESG Advanced Universal USD Bond ETF position peaked at $359K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.