CPG
EUSB icon

Cornerstone Planning Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Cornerstone Planning Group’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
-45
Closed -$1.93K – 1584
2025
Q1 		$1.93K Buy
+45
New +$1.93K ﹤0.01% 994
2023
Q4 		– Sell
-69
Closed -$2.82K – 983
2023
Q3 		$2.82K Sell
69
-71
-51% -$2.98K ﹤0.01% 603
2023
Q2 		$5.96K Buy
+140
New +$6K ﹤0.01% 823
2022
Q4 		$211K Buy
+4,839
New +$203K 0.09% 97

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

Cornerstone Planning Group's EUSB Position: Q2 2025 in Review

Cornerstone Planning Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 45 shares — an estimated $1.93K sold.

Cornerstone Planning Group first reported a position in EUSB in Q4 2022 and held it in 4 quarters. The position peaked at $211K in Q4 2022. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Cornerstone Planning Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 45 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $1.93K.
  • Cornerstone Planning Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $211K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.