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Gen-Wealth Partners’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Gen-Wealth Partners’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 		$40.5K Buy
931
+396
+74% +$17.2K 0.01% 429
2026
Q1 		$23.3K Hold
535
– – 0.01% 463
2025
Q4 		$23.5K Hold
535
– – 0.01% 460
2025
Q3 		$23.5K Hold
535
– – 0.01% 452
2025
Q2 		$23.3K Hold
535
– – 0.01% 405
2025
Q1 		$23.2K Buy
+535
New +$22.9K 0.01% 396

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

Gen-Wealth Partners's EUSB Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 74% in Q2 2026, buying an estimated $17.2K and bringing the position to 931 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #429.

Gen-Wealth Partners first reported a position in EUSB in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Gen-Wealth Partners held 931 shares of iShares ESG Advanced Universal USD Bond ETF worth $40.5K as of Q2 2026.
  • Gen-Wealth Partners bought 396 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $17.2K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #429 holding.
  • Gen-Wealth Partners first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.