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
2026
Q2 		$35.5K Buy
+817
New +$35.5K ﹤0.01% 974
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 $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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

Institute for Wealth Management's EUSB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026: 817 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EUSB as recently as Q3 2025.

Institute for Wealth Management first reported a position in EUSB in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.04M in Q3 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Institute for Wealth Management held 817 shares of iShares ESG Advanced Universal USD Bond ETF worth $35.5K as of Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #974 holding.
  • Institute for Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Institute for Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $2.04M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.