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Hofer & Associates’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Hofer & Associates’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
Q3 		$449K Buy
+10,791
New +$461K 0.31% 58

Other funds holding EUSB

XFP
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Hofer & Associates's EUSB Position: Q3 2026 in Review

Hofer & Associates opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2026: 10,791 shares worth $449K. The stake represents 0.31% of the portfolio and ranks #58 among its holdings.

19 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Hofer & Associates held 10,791 shares of iShares ESG Advanced Universal USD Bond ETF worth $449K as of Q3 2026.
  • iShares ESG Advanced Universal USD Bond ETF was a new Hofer & Associates position in Q3 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.31% of Hofer & Associates's portfolio in Q3 2026, its #58 holding.
  • 19 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.