EPW
EUSB icon

Endeavor Private Wealth’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Endeavor Private Wealth’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 		$401K Sell
9,224
-288
-3% -$12.5K 0.1% 149
2026
Q1 		$414K Buy
+9,512
New +$418K 0.12% 142
2025
Q1 		– Sell
-722
Closed -$30.7K – 162
2024
Q4 		$30.7K Buy
+722
New +$31.2K 0.03% 134

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

Endeavor Private Wealth's EUSB Position: Q2 2026 in Review

Endeavor Private Wealth reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 3% in Q2 2026, selling an estimated $12.5K and leaving 9,224 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #149.

Endeavor Private Wealth first reported a position in EUSB in Q4 2024 and has held it in 3 quarters since. The position peaked at $414K in Q1 2026. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Endeavor Private Wealth held 9,224 shares of iShares ESG Advanced Universal USD Bond ETF worth $401K as of Q2 2026.
  • Endeavor Private Wealth sold 288 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.1% of Endeavor Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Endeavor Private Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $414K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

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