Envestnet Asset Management
EUSB icon

Envestnet Asset Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Envestnet Asset 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 		$22.2M Buy
510,207
+26,615
+6% +$1.17M 0.01% 1280
2025
Q4 		$21.2M Sell
483,592
-20,756
-4% -$913K 0.01% 1165
2025
Q3 		$22.2M Sell
504,348
-1,092,270
-68% -$47.6M 0.01% 1210
2025
Q2 		$69.5M Buy
1,596,618
+311,888
+24% +$13.4M 0.02% 629
2025
Q1 		$55.7M Sell
1,284,730
-9,180
-0.7% -$394K 0.02% 677
2024
Q4 		$55M Sell
1,293,910
-536,132
-29% -$23.1M 0.02% 665
2024
Q3 		$81.1M Buy
1,830,042
+122,392
+7% +$5.34M 0.03% 546
2024
Q2 		$72.7M Buy
1,707,650
+4,712
+0.3% +$199K 0.03% 533
2024
Q1 		$72.9M Buy
1,702,938
+151,954
+10% +$6.49M 0.03% 528
2023
Q4 		$67.1M Sell
1,550,984
-760,578
-33% -$31.6M 0.03% 506
2023
Q3 		$94.4M Sell
2,311,562
-932,818
-29% -$39.1M 0.04% 400
2023
Q2 		$138M Buy
3,244,380
+54,097
+2% +$2.32M 0.06% 267
2023
Q1 		$138M Sell
3,190,283
-4,537,331
-59% -$195M 0.07% 252
2022
Q4 		$326M Sell
7,727,614
-514,555
-6% -$21.6M 0.17% 106
2022
Q3 		$345M Sell
8,242,169
-383,548
-4% -$16.8M 0.2% 90
2022
Q2 		$379M Sell
8,625,717
-125,506
-1% -$5.59M 0.21% 86
2022
Q1 		$407M Buy
8,751,223
+142,171
+2% +$6.77M 0.2% 86
2021
Q4 		$426M Buy
8,609,052
+2,030,486
+31% +$100M 0.21% 90
2021
Q3 		$326M Buy
6,578,566
+2,427,624
+58% +$121M 0.18% 101
2021
Q2 		$206M Buy
4,150,942
+1,068,241
+35% +$52.8M 0.12% 150
2021
Q1 		$151M Buy
3,082,701
+1,169,195
+61% +$58.2M 0.1% 176
2020
Q4 		$96.9M Buy
+1,913,506
New +$96.5M 0.07% 210

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Envestnet Asset Management's EUSB Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 5.5% in Q1 2026, buying an estimated $1.17M and bringing the position to 510,207 shares worth $22.2M. The position accounts for 0.01% of the portfolio, ranked #1280.

Envestnet Asset Management first reported a position in EUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $426M in Q4 2021. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Envestnet Asset Management held 510,207 shares of iShares ESG Advanced Universal USD Bond ETF worth $22.2M as of Q1 2026.
  • Envestnet Asset Management bought 26,615 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $1.17M.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1280 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Envestnet Asset Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $426M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.