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JFS Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-1,901
Closed -$82.8K – 1920
2025
Q2 		$82.8K Buy
1,901
+385
+25% +$16.6K 0.01% 398
2025
Q1 		$65.7K Sell
1,516
-59
-4% -$2.53K ﹤0.01% 425
2024
Q4 		$66.9K Sell
1,575
-785
-33% -$33.9K ﹤0.01% 413
2024
Q3 		$105K Sell
2,360
-61
-3% -$2.66K 0.01% 359
2024
Q2 		$103K Buy
2,421
+65
+3% +$2.74K 0.01% 305
2024
Q1 		$101K Buy
2,356
+234
+11% +$9.99K 0.01% 313
2023
Q4 		$91.8K Buy
+2,122
New +$88K 0.01% 319

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JFS Wealth Advisors's EUSB Position: Q3 2025 in Review

JFS Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 1,901 shares — an estimated $82.8K sold.

JFS Wealth Advisors first reported a position in EUSB in Q4 2023 and held it in 7 quarters. The position peaked at $105K in Q3 2024. 151 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • JFS Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,901 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $82.8K.
  • JFS Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 7 quarters.
  • JFS Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $105K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.