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Horst & Graben Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Horst & Graben 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 		$923K Buy
21,324
+628
+3% +$27.3K 0.12% 91
2026
Q1 		$904K Sell
20,696
-154
-0.7% -$6.76K 0.12% 87
2025
Q4 		$916K Sell
20,850
-59
-0.3% -$2.6K 0.14% 80
2025
Q3 		$918K Sell
20,909
-24,781
-54% -$1.08M 0.14% 81
2025
Q2 		$1.99M Buy
45,690
+3,764
+9% +$162K 0.33% 49
2025
Q1 		$1.82M Sell
41,926
-3,417
-8% -$146K 0.33% 47
2024
Q4 		$1.93M Sell
45,343
-8,712
-16% -$376K 0.34% 43
2024
Q3 		$2.39M Buy
54,055
+4,171
+8% +$182K 0.43% 35
2024
Q2 		$2.12M Buy
49,884
+5,664
+13% +$239K 0.41% 36
2024
Q1 		$1.89M Buy
44,220
+1,621
+4% +$69.2K 0.39% 36
2023
Q4 		$1.84M Sell
42,599
-14,063
-25% -$583K 0.4% 37
2023
Q3 		$2.31M Buy
56,662
+251
+0.4% +$10.5K 0.57% 31
2023
Q2 		$2.4M Buy
56,411
+1,662
+3% +$71.3K 0.57% 27
2023
Q1 		$2.37M Sell
54,749
-69,565
-56% -$2.98M 0.59% 26
2022
Q4 		$5.25M Buy
124,314
+12,870
+12% +$541K 1.37% 14
2022
Q3 		$4.66M Sell
111,444
-2,628
-2% -$115K 1.32% 18
2022
Q2 		$5.02M Buy
114,072
+5,083
+5% +$226K 1.36% 16
2022
Q1 		$5.07M Buy
108,989
+1,800
+2% +$85.7K 1.24% 19
2021
Q4 		$5.3M Buy
107,189
+13,493
+14% +$667K 1.33% 20
2021
Q3 		$4.65M Buy
93,696
+28,319
+43% +$1.42M 1.28% 21
2021
Q2 		$3.25M Buy
65,377
+4,503
+7% +$222K 0.91% 28
2021
Q1 		$2.98M Buy
60,874
+33,471
+122% +$1.67M 0.94% 24
2020
Q4 		$1.39M Buy
+27,403
New +$1.38M 0.48% 32

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

Horst & Graben Wealth Management's EUSB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 3% in Q2 2026, buying an estimated $27.3K and bringing the position to 21,324 shares worth $923K. The position accounts for 0.12% of the portfolio, ranked #91.

Horst & Graben Wealth Management first reported a position in EUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.3M in Q4 2021. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Horst & Graben Wealth Management held 21,324 shares of iShares ESG Advanced Universal USD Bond ETF worth $923K as of Q2 2026.
  • Horst & Graben Wealth Management bought 628 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $27.3K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.12% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $5.3M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.