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FSB Premier Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

FSB Premier Wealth 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
Q2 		$634K Sell
14,585
-278
-2% -$12.1K 0.18% 131
2026
Q1 		$647K Buy
14,863
+2,361
+19% +$104K 0.2% 119
2025
Q4 		$549K Buy
12,502
+2,636
+27% +$116K 0.17% 131
2025
Q3 		$433K Buy
9,866
+3,618
+58% +$158K 0.14% 147
2025
Q2 		$272K Buy
+6,248
New +$269K 0.1% 184

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

FSB Premier Wealth Management's EUSB Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.9% in Q2 2026, selling an estimated $12.1K and leaving 14,585 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #131.

FSB Premier Wealth Management first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $647K in Q1 2026. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • FSB Premier Wealth Management held 14,585 shares of iShares ESG Advanced Universal USD Bond ETF worth $634K as of Q2 2026.
  • FSB Premier Wealth Management sold 278 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $12.1K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.18% of FSB Premier Wealth Management's portfolio in Q2 2026, its #131 holding.
  • FSB Premier Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • FSB Premier Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $647K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.