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EverSource Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

EverSource Wealth Advisors’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
2025
Q3 		– Sell
-7,363
Closed -$321K – 4374
2025
Q2 		$321K Buy
7,363
+1,477
+25% +$63.5K 0.01% 641
2025
Q1 		$255K Sell
5,886
-81
-1% -$3.47K 0.01% 578
2024
Q4 		$253K Sell
5,967
-3,425
-36% -$148K 0.01% 561
2024
Q3 		$416K Buy
9,392
+33
+0.4% +$1.44K 0.03% 372
2024
Q2 		$405K Buy
+9,359
New +$395K 0.03% 359

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

EverSource Wealth Advisors's EUSB Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 7,363 shares — an estimated $321K sold.

EverSource Wealth Advisors first reported a position in EUSB in Q2 2024 and held it in 5 quarters. The position peaked at $416K in Q3 2024. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7,363 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $321K.
  • EverSource Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and held it in 5 quarters.
  • EverSource Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $416K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.