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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
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

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
LRIA
Leonard Rickey Investment Advisors Yakima, Washington $637M AUM 25.11% 1-Year Est. Return

IMPACTfolio's EUSB Position: Q2 2026 in Review

IMPACTfolio increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2.8% in Q2 2026, buying an estimated $757K and bringing the position to 638,127 shares worth $27.7M. The position accounts for 10.44% of the portfolio, ranked #4.

IMPACTfolio first reported a position in EUSB in Q4 2021 and has held it in 19 quarters since. 65 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • IMPACTfolio held 638,127 shares of iShares ESG Advanced Universal USD Bond ETF worth $27.7M as of Q2 2026.
  • IMPACTfolio bought 17,427 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $757K.
  • iShares ESG Advanced Universal USD Bond ETF made up 10.44% of IMPACTfolio's portfolio in Q2 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 19 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.