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

IFP 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	$6.82K	Buy	157 +2	+1%	+$87	﹤0.01%	3601
2026 Q1	$6.74K	Buy	155 +1	+0.6%	+$44	﹤0.01%	3367
2025 Q4	$6.76K	Buy	154 +2	+1%	+$88	﹤0.01%	3258
2025 Q3	$6.68K	Buy	152 +1	+0.7%	+$44	﹤0.01%	3101
2025 Q2	$6.59K	Buy	151 +8	+6%	+$344	﹤0.01%	3177
2025 Q1	$6.2K	Buy	+143	New	+$6.13K	﹤0.01%	2749
2023 Q1	–	Sell	-4,049	Closed	-$204K	–	3713
2022 Q4	$204K	Sell	4,049 -37	-0.9%	-$1.55K	0.01%	1341
2022 Q3	$205K	Buy	4,086 +415	+11%	+$18.2K	0.01%	1388
2022 Q2	$183K	Hold	3,671	–	–	0.01%	1321
2022 Q1	$183K	Buy	+3,671	New	+$175K	0.01%	1321
2021 Q2	–	Sell	-137	Closed	-$6.77K	–	3108
2021 Q1	$7K	Buy	+137	New	+$6.82K	﹤0.01%	2273

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IFP Advisors's EUSB Position: Q2 2026 in Review

IFP Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.3% in Q2 2026, buying an estimated $87 and bringing the position to 157 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

IFP Advisors first reported a position in EUSB in Q1 2021 and has held it in 11 quarters since. The position peaked at $205K in Q3 2022. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

IFP Advisors held 157 shares of iShares ESG Advanced Universal USD Bond ETF worth $6.82K as of Q2 2026.
IFP Advisors bought 2 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $87.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3601 holding.
IFP Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and has held it in 11 quarters since.
IFP Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $205K in Q3 2022.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

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