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Integrated Wealth Concepts’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Integrated Wealth Concepts’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 		$412K Buy
9,486
+1,032
+12% +$44.8K ﹤0.01% 1786
2026
Q1 		$368K Buy
8,454
+2,678
+46% +$118K ﹤0.01% 1729
2025
Q4 		$254K Sell
5,776
-4,128
-42% -$182K ﹤0.01% 1394
2025
Q3 		$435K Sell
9,904
-1,050
-10% -$45.7K ﹤0.01% 1433
2025
Q2 		$477K Buy
10,954
+1,664
+18% +$71.5K ﹤0.01% 1308
2025
Q1 		$402K Buy
9,290
+3,226
+53% +$138K ﹤0.01% 1251
2024
Q4 		$258K Sell
6,064
-5,749
-49% -$248K ﹤0.01% 1455
2024
Q3 		$523K Buy
11,813
+3,557
+43% +$155K 0.01% 1060
2024
Q2 		$351K Sell
8,256
-75
-0.9% -$3.17K ﹤0.01% 1233
2024
Q1 		$357K Sell
8,331
-397
-5% -$17K 0.01% 1229
2023
Q4 		$378K Sell
8,728
-2,452
-22% -$102K 0.01% 1132
2023
Q3 		$457K Sell
11,180
-1,841
-14% -$77.2K 0.01% 1018
2023
Q2 		$554K Buy
13,021
+2,158
+20% +$92.6K 0.01% 939
2023
Q1 		$470K Sell
10,863
-12,729
-54% -$546K 0.01% 872
2022
Q4 		$996K Buy
23,592
+2,444
+12% +$103K 0.03% 474
2022
Q3 		$885K Buy
21,148
+4,697
+29% +$206K 0.03% 450
2022
Q2 		$724K Sell
16,451
-5,840
-26% -$260K 0.02% 496
2022
Q1 		$1.04M Buy
22,291
+1,454
+7% +$69.2K 0.03% 385
2021
Q4 		$1.03M Buy
20,837
+9,225
+79% +$456K 0.03% 411
2021
Q3 		$576K Buy
11,612
+746
+7% +$37.3K 0.02% 549
2021
Q2 		$540K Buy
+10,866
New +$537K 0.02% 516

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

Integrated Wealth Concepts's EUSB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 12% in Q2 2026, buying an estimated $44.8K and bringing the position to 9,486 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Integrated Wealth Concepts first reported a position in EUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q1 2022. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Integrated Wealth Concepts held 9,486 shares of iShares ESG Advanced Universal USD Bond ETF worth $412K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,032 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $44.8K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1786 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.04M in Q1 2022.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.