IFWM
EUSB icon

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

Institute for 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
2025
Q4 		– Sell
-46,383
Closed -$2.04M – 557
2025
Q3 		$2.04M Buy
46,383
+220
+0.5% +$9.58K 0.21% 100
2025
Q2 		$2.01M Buy
+46,163
New +$1.98M 0.22% 97
2025
Q1 		– Sell
-4,819
Closed -$205K – 532
2024
Q4 		$205K Sell
4,819
-203
-4% -$8.76K 0.03% 482
2024
Q3 		$222K Buy
5,022
+140
+3% +$6.11K 0.03% 496
2024
Q2 		$208K Buy
4,882
+90
+2% +$3.8K 0.03% 470
2024
Q1 		$205K Sell
4,792
-346
-7% -$14.8K 0.03% 482
2023
Q4 		$222K Sell
5,138
-595
-10% -$24.7K 0.04% 437
2023
Q3 		$234K Sell
5,733
-285
-5% -$11.9K 0.04% 403
2023
Q2 		$256K Sell
6,018
-710
-11% -$30.5K 0.04% 399
2023
Q1 		$291K Sell
6,728
-10
-0.1% -$429 0.06% 362
2022
Q4 		$284K Hold
6,738
– – 0.06% 360
2022
Q3 		$282K Sell
6,738
-180
-3% -$7.88K 0.06% 348
2022
Q2 		$304K Sell
6,918
-129
-2% -$5.75K 0.06% 390
2022
Q1 		$327K Buy
7,047
+154
+2% +$7.33K 0.05% 403
2021
Q4 		$341K Buy
6,893
+2,010
+41% +$99.3K 0.06% 348
2021
Q3 		$242K Buy
+4,883
New +$244K 0.04% 421

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Institute for Wealth Management's EUSB Position: Q4 2025 in Review

Institute for Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 46,383 shares — an estimated $2.04M sold.

Institute for Wealth Management first reported a position in EUSB in Q3 2021 and held it in 16 quarters. The position peaked at $2.04M in Q3 2025. 155 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

  • Institute for Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 46,383 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $2.04M.
  • Institute for Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 16 quarters.
  • Institute for Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.04M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.