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

IMPACTfolio’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 		$28.5M Buy
685,732
+47,605
+7% +$2.03M 10.39% 4
2026
Q2 		$27.7M Buy
638,127
+17,427
+3% +$757K 10.44% 4
2026
Q1 		$27M Buy
620,700
+18,500
+3% +$812K 11.47% 4
2025
Q4 		$26.4M Buy
602,200
+79,544
+15% +$3.5M 11.1% 4
2025
Q3 		$23M Buy
522,656
+43,732
+9% +$1.91M 9.9% 4
2025
Q2 		$20.9M Buy
478,924
+16,791
+4% +$722K 9.89% 4
2025
Q1 		$20M Buy
462,133
+31,836
+7% +$1.36M 10.52% 4
2024
Q4 		$18.3M Buy
430,297
+21,727
+5% +$938K 9.49% 4
2024
Q3 		$18.1M Buy
408,570
+5,408
+1% +$236K 9.34% 4
2024
Q2 		$17.2M Buy
403,162
+45,133
+13% +$1.91M 9.61% 4
2024
Q1 		$15.3M Buy
358,029
+24,067
+7% +$1.03M 9.27% 4
2023
Q4 		$14.4M Sell
333,962
-9,282
-3% -$385K 9.4% 5
2023
Q3 		$14M Buy
343,244
+12,759
+4% +$535K 10.11% 5
2023
Q2 		$14.1M Sell
330,485
-6,752
-2% -$290K 11.18% 4
2023
Q1 		$14.6M Buy
337,237
+12,141
+4% +$521K 12.2% 3
2022
Q4 		$13.7M Sell
325,096
-8,992
-3% -$378K 12.72% 3
2022
Q3 		$14M Sell
334,088
-2,353
-0.7% -$103K 13.64% 1
2022
Q2 		$14.8M Buy
336,441
+29,854
+10% +$1.33M 13.95% 2
2022
Q1 		$14.2M Buy
306,587
+4,912
+2% +$234K 10.61% 4
2021
Q4 		$14.9M Buy
+301,675
New +$14.9M 13.06% 1

Other funds holding EUSB

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Leonard Rickey Investment Advisors
Leonard Rickey Investment Advisors Yakima, Washington $644M AUM 17.66% 1-Year Est. Return

IMPACTfolio's EUSB Position: Q3 2026 in Review

IMPACTfolio increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 7.5% in Q3 2026, buying an estimated $2.03M and bringing the position to 685,732 shares worth $28.5M. The position accounts for 10.39% of the portfolio, ranked #4.

IMPACTfolio first reported a position in EUSB in Q4 2021 and has held it in 20 quarters since. 52 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • IMPACTfolio held 685,732 shares of iShares ESG Advanced Universal USD Bond ETF worth $28.5M as of Q3 2026.
  • IMPACTfolio bought 47,605 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $2.03M.
  • iShares ESG Advanced Universal USD Bond ETF made up 10.39% of IMPACTfolio's portfolio in Q3 2026, its #4 holding.
  • IMPACTfolio first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on IMPACTfolio's 13F filing for Q3 2026, filed 28 Oct 2026.