DWA
EUSB icon

Davis Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Davis Wealth Advisors’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
Q2 		$967K Sell
22,260
-5,136
-19% -$223K 0.75% 37
2026
Q1 		$1.19M Sell
27,396
-1,279
-4% -$56.1K 0.99% 31
2025
Q4 		$1.26M Buy
+28,675
New +$1.26M 1.05% 30

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
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
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Davis Wealth Advisors's EUSB Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 19% in Q2 2026, selling an estimated $223K and leaving 22,260 shares worth $967K. The position accounts for 0.75% of the portfolio, ranked #37.

Davis Wealth Advisors first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Davis Wealth Advisors held 22,260 shares of iShares ESG Advanced Universal USD Bond ETF worth $967K as of Q2 2026.
  • Davis Wealth Advisors sold 5,136 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $223K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.75% of Davis Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Davis Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Davis Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.26M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.