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 Q2	$573K	Buy	13,177 +151	+1%	+$6.56K	0.16%	50
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 New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Essential Planning's EUSB Position: Q2 2026 in Review

Essential Planning increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.2% in Q2 2026, buying an estimated $6.56K and bringing the position to 13,177 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #50.

Essential Planning first reported a position in EUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $37.9M in Q4 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Essential Planning held 13,177 shares of iShares ESG Advanced Universal USD Bond ETF worth $573K as of Q2 2026.
Essential Planning bought 151 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $6.56K.
iShares ESG Advanced Universal USD Bond ETF made up 0.16% of Essential Planning's portfolio in Q2 2026, its #50 holding.
Essential Planning first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
Essential Planning's iShares ESG Advanced Universal USD Bond ETF position peaked at $37.9M in Q4 2024.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.