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Kestra Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Kestra Advisory Services’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 		$300K Buy
6,908
+50
+0.7% +$2.17K ﹤0.01% 2771
2026
Q1 		$298K Buy
6,858
+2,346
+52% +$103K ﹤0.01% 2630
2025
Q4 		$198K Sell
4,512
-1,063
-19% -$46.8K ﹤0.01% 2898
2025
Q3 		$245K Sell
5,575
-257
-4% -$11.2K ﹤0.01% 2597
2025
Q2 		$254K Buy
5,832
+660
+13% +$28.4K ﹤0.01% 2485
2025
Q1 		$224K Sell
5,172
-15,808
-75% -$678K ﹤0.01% 2396
2024
Q4 		$891K Sell
20,980
-666
-3% -$28.8K ﹤0.01% 1483
2024
Q3 		$959K Sell
21,646
-58
-0.3% -$2.53K 0.01% 1349
2024
Q2 		$924K Sell
21,704
-387
-2% -$16.3K 0.01% 1374
2024
Q1 		$946K Buy
22,091
+1,414
+7% +$60.4K 0.01% 1275
2023
Q4 		$894K Buy
20,677
+261
+1% +$10.8K 0.01% 1183
2023
Q3 		$834K Sell
20,416
-260
-1% -$10.9K 0.01% 1087
2023
Q2 		$880K Buy
20,676
+929
+5% +$39.9K 0.01% 1031
2023
Q1 		$854K Sell
19,747
-71,750
-78% -$3.08M 0.01% 1019
2022
Q4 		$3.86M Buy
91,497
+5,017
+6% +$211K 0.03% 514
2022
Q3 		$3.62M Buy
86,480
+7,129
+9% +$312K 0.04% 466
2022
Q2 		$3.49M Buy
79,351
+11,480
+17% +$511K 0.04% 472
2022
Q1 		$3.15M Buy
67,871
+9,968
+17% +$474K 0.03% 520
2021
Q4 		$2.86M Buy
57,903
+19,019
+49% +$940K 0.03% 563
2021
Q3 		$1.93M Buy
38,884
+24,750
+175% +$1.24M 0.02% 732
2021
Q2 		$703K Buy
14,134
+7,344
+108% +$363K 0.01% 1107
2021
Q1 		$333K Buy
+6,790
New +$338K ﹤0.01% 1405

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

Kestra Advisory Services's EUSB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.73% in Q2 2026, buying an estimated $2.17K and bringing the position to 6,908 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Kestra Advisory Services first reported a position in EUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.86M in Q4 2022. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Kestra Advisory Services held 6,908 shares of iShares ESG Advanced Universal USD Bond ETF worth $300K as of Q2 2026.
  • Kestra Advisory Services bought 50 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.17K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2771 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.86M in Q4 2022.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.