IHT Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

IHT 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	–	Sell	-5,537	Closed	-$241K	–	1285
2026 Q1	$241K	Sell	5,537 -1,715	-24%	-$75.3K	0.01%	1097
2025 Q4	$318K	Sell	7,252 -21	-0.3%	-$924	0.01%	933
2025 Q3	$319K	Buy	7,273 +2,469	+51%	+$108K	0.01%	908
2025 Q2	$209K	Buy	4,804 +124	+3%	+$5.33K	0.01%	1075
2025 Q1	$203K	Buy	+4,680	New	+$201K	0.01%	1035
2024 Q4	–	Sell	-6,590	Closed	-$292K	–	1117
2024 Q3	$292K	Buy	+6,590	New	+$287K	0.01%	919

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

IHT Wealth Management's EUSB Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 5,537 shares — an estimated $241K sold.

IHT Wealth Management first reported a position in EUSB in Q3 2024 and held it in 6 quarters. The position peaked at $319K in Q3 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

IHT Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 5,537 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $241K.
IHT Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and held it in 6 quarters.
IHT Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $319K in Q3 2025.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.