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Golden State Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Golden State 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 		$4.56K Hold
105
– – ﹤0.01% 1273
2026
Q1 		$4.57K Hold
105
– – ﹤0.01% 1229
2025
Q4 		$4.61K Hold
105
– – ﹤0.01% 1255
2025
Q3 		$4.61K Hold
105
– – ﹤0.01% 1266
2025
Q2 		$4.57K Hold
105
– – ﹤0.01% 1240
2025
Q1 		$4.55K Buy
+105
New +$4.5K ﹤0.01% 1185

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

Golden State Wealth Management's EUSB Position: Q2 2026 in Review

Golden State Wealth Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 105 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Golden State Wealth Management first reported a position in EUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.61K in Q3 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Golden State Wealth Management held 105 shares of iShares ESG Advanced Universal USD Bond ETF worth $4.56K as of Q2 2026.
  • Golden State Wealth Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1273 holding.
  • Golden State Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $4.61K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.