Envestnet Portfolio Solutions
EUSB icon

Envestnet Portfolio Solutions’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Envestnet Portfolio Solutions’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 		$4.19M Buy
96,390
+6,489
+7% +$282K 0.02% 360
2026
Q1 		$3.91M Sell
89,901
-1,787
-2% -$78.4K 0.02% 324
2025
Q4 		$4.03M Sell
91,688
-1,639
-2% -$72.1K 0.01% 404
2025
Q3 		$4.1M Sell
93,327
-272,050
-74% -$11.9M 0.02% 387
2025
Q2 		$15.9M Buy
365,377
+26,089
+8% +$1.12M 0.06% 156
2025
Q1 		$14.7M Sell
339,288
-115,164
-25% -$4.94M 0.06% 168
2024
Q4 		$19.3M Sell
454,452
-207,399
-31% -$8.95M 0.06% 141
2024
Q3 		$29.3M Buy
661,851
+35,193
+6% +$1.54M 0.1% 105
2024
Q2 		$26.7M Sell
626,658
-4,866
-0.8% -$205K 0.09% 111
2024
Q1 		$27M Sell
631,524
-5,621
-0.9% -$240K 0.1% 105
2023
Q4 		$27.6M Sell
637,145
-304,500
-32% -$12.6M 0.11% 99
2023
Q3 		$38.5M Buy
+941,645
New +$39.5M 0.18% 69

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

Envestnet Portfolio Solutions's EUSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 7.2% in Q2 2026, buying an estimated $282K and bringing the position to 96,390 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #360.

Envestnet Portfolio Solutions first reported a position in EUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.5M in Q3 2023. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 96,390 shares of iShares ESG Advanced Universal USD Bond ETF worth $4.19M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6,489 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $282K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #360 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares ESG Advanced Universal USD Bond ETF position peaked at $38.5M in Q3 2023.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.