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Goldstein Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Goldstein Advisors’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 		$630K Buy
14,497
+1,254
+9% +$54.5K 0.06% 111
2026
Q1 		$576K Buy
13,243
+331
+3% +$14.5K 0.06% 92
2025
Q4 		$567K Buy
12,912
+90
+0.7% +$3.96K 0.06% 96
2025
Q3 		$563K Buy
12,822
+436
+4% +$19K 0.07% 96
2025
Q2 		$539K Sell
12,386
-156
-1% -$6.71K 0.07% 90
2025
Q1 		$543K Buy
12,542
+135
+1% +$5.79K 0.08% 88
2024
Q4 		$527K Buy
12,407
+1,229
+11% +$53.1K 0.08% 89
2024
Q3 		$495K Buy
11,178
+1,523
+16% +$66.4K 0.08% 88
2024
Q2 		$411K Buy
9,655
+177
+2% +$7.47K 0.07% 95
2024
Q1 		$406K Sell
9,478
-8
-0.1% -$342 0.07% 92
2023
Q4 		$410K Sell
9,486
-1,146
-11% -$47.5K 0.07% 115
2023
Q3 		$434K Buy
10,632
+153
+1% +$6.41K 0.09% 79
2023
Q2 		$446K Sell
10,479
-980
-9% -$42K 0.09% 79
2023
Q1 		$495K Buy
11,459
+731
+7% +$31.4K 0.11% 73
2022
Q4 		$453K Buy
+10,728
New +$451K 0.11% 80

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

Goldstein Advisors's EUSB Position: Q2 2026 in Review

Goldstein Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 9.5% in Q2 2026, buying an estimated $54.5K and bringing the position to 14,497 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #111.

Goldstein Advisors first reported a position in EUSB in Q4 2022 and has held it in 15 quarters since. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Goldstein Advisors held 14,497 shares of iShares ESG Advanced Universal USD Bond ETF worth $630K as of Q2 2026.
  • Goldstein Advisors bought 1,254 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $54.5K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #111 holding.
  • Goldstein Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.