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GC Wealth Management RIA’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

GC Wealth Management RIA’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 		$602K Buy
13,844
+206
+2% +$8.95K 0.03% 305
2026
Q1 		$593K Buy
13,638
+574
+4% +$25.2K 0.02% 317
2025
Q4 		$574K Buy
13,064
+7,404
+131% +$326K 0.02% 336
2025
Q3 		$249K Buy
+5,660
New +$247K 0.01% 768

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 22.9% 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

GC Wealth Management RIA's EUSB Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.5% in Q2 2026, buying an estimated $8.95K and bringing the position to 13,844 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #305.

GC Wealth Management RIA first reported a position in EUSB in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • GC Wealth Management RIA held 13,844 shares of iShares ESG Advanced Universal USD Bond ETF worth $602K as of Q2 2026.
  • GC Wealth Management RIA bought 206 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $8.95K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.03% of GC Wealth Management RIA's portfolio in Q2 2026, its #305 holding.
  • GC Wealth Management RIA first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.