GM
EUSB icon

GeoWealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

GeoWealth 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 		$1.28M Sell
29,562
-10,719
-27% -$466K 0.04% 263
2026
Q1 		$1.75M Sell
40,281
-4,379
-10% -$192K 0.06% 177
2025
Q4 		$1.96M Sell
44,660
-14,386
-24% -$633K 0.07% 159
2025
Q3 		$2.59M Sell
59,046
-13,432
-19% -$585K 0.09% 141
2025
Q2 		$3.16M Sell
72,478
-9,911
-12% -$426K 0.12% 99
2025
Q1 		$3.57M Buy
82,389
+515
+0.6% +$22.1K 0.14% 93
2024
Q4 		$3.48M Sell
81,874
-56,568
-41% -$2.44M 0.11% 121
2024
Q3 		$6.13M Buy
138,442
+20,044
+17% +$874K 0.22% 82
2024
Q2 		$5.04M Buy
118,398
+12,791
+12% +$540K 0.22% 70
2024
Q1 		$4.52M Buy
+105,607
New +$4.51M 0.17% 101

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

GeoWealth Management's EUSB Position: Q2 2026 in Review

GeoWealth Management reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 27% in Q2 2026, selling an estimated $466K and leaving 29,562 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #263.

GeoWealth Management first reported a position in EUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.13M in Q3 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • GeoWealth Management held 29,562 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.28M as of Q2 2026.
  • GeoWealth Management sold 10,719 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $466K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #263 holding.
  • GeoWealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $6.13M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.