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Haverford Trust Company’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Haverford Trust Company’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 		$1.56M Hold
35,865
– – 0.01% 199
2026
Q1 		$1.56M Hold
35,865
– – 0.01% 196
2025
Q4 		$1.57M Buy
35,865
+1,137
+3% +$50K 0.01% 190
2025
Q3 		$1.53M Hold
34,728
– – 0.01% 193
2025
Q2 		$1.51M Buy
+34,728
New +$1.49M 0.01% 202

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

Haverford Trust Company's EUSB Position: Q2 2026 in Review

Haverford Trust Company held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 35,865 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #199.

Haverford Trust Company first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Haverford Trust Company held 35,865 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.56M as of Q2 2026.
  • Haverford Trust Company 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 Haverford Trust Company's portfolio in Q2 2026, its #199 holding.
  • Haverford Trust Company first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Haverford Trust Company's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.57M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.