EP
EUSB icon

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

Essential Planning’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 		$567K Sell
13,026
-275
-2% -$12.1K 0.18% 48
2025
Q4 		$584K Buy
13,301
+13
+0.1% +$572 0.19% 46
2025
Q3 		$584K Buy
13,288
+10
+0.1% +$436 0.2% 46
2025
Q2 		$578K Buy
13,278
+284
+2% +$12.2K 0.22% 46
2025
Q1 		$563K Sell
12,994
-864,106
-99% -$37M 0.23% 43
2024
Q4 		$37.9M Buy
877,100
+863,546
+6,371% +$37.3M 0.25% 37
2024
Q3 		$600K Hold
13,554
– – 0.25% 39
2024
Q2 		$577K Buy
13,554
+2,076
+18% +$87.6K 0.25% 39
2024
Q1 		$497K Hold
11,478
– – 0.25% 37
2023
Q4 		$497K Sell
11,478
-832
-7% -$34.5K 0.25% 37
2023
Q3 		$503K Hold
12,310
– – 0.28% 33
2023
Q2 		$524K Buy
12,310
+976
+9% +$41.9K 0.3% 29
2023
Q1 		$490K Buy
+11,334
New +$486K 0.3% 29

Other funds holding EUSB

BlackRock
BlackRock New York $5.7T 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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return