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Jordan Park Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Jordan Park Group’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 		$3.24M Hold
74,646
– – 0.16% 36
2026
Q1 		$3.25M Hold
74,646
– – 0.17% 38
2025
Q4 		$3.28M Hold
74,646
– – 0.19% 31
2025
Q3 		$3.28M Buy
74,646
+11,375
+18% +$496K 0.19% 30
2025
Q2 		$2.76M Sell
63,271
-11,478
-15% -$493K 0.18% 32
2025
Q1 		$3.24M Hold
74,749
– – 0.24% 25
2024
Q4 		$3.18M Hold
74,749
– – 0.23% 30
2024
Q3 		$3.31M Buy
+74,749
New +$3.26M 0.23% 30

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

Jordan Park Group's EUSB Position: Q2 2026 in Review

Jordan Park Group held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 74,646 shares worth $3.24M. The position accounts for 0.16% of the portfolio, ranked #36.

Jordan Park Group first reported a position in EUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.31M in Q3 2024. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Jordan Park Group held 74,646 shares of iShares ESG Advanced Universal USD Bond ETF worth $3.24M as of Q2 2026.
  • Jordan Park Group left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.16% of Jordan Park Group's portfolio in Q2 2026, its #36 holding.
  • Jordan Park Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Jordan Park Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.31M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.