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

Keyvantage Wealth’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 		$225K Sell
5,177
-49
-0.9% -$2.13K 0.09% 88
2026
Q1 		$227K Hold
5,226
– – 0.1% 88
2025
Q4 		$229K Hold
5,226
– – 0.1% 88
2025
Q3 		$230K Sell
5,226
-180
-3% -$7.84K 0.1% 87
2025
Q2 		$235K Sell
5,406
-103
-2% -$4.43K 0.11% 85
2025
Q1 		$239K Sell
5,509
-76
-1% -$3.26K 0.12% 85
2024
Q4 		$237K Buy
+5,585
New +$241K 0.17% 83

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

Keyvantage Wealth's EUSB Position: Q2 2026 in Review

Keyvantage Wealth reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.94% in Q2 2026, selling an estimated $2.13K and leaving 5,177 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #88.

Keyvantage Wealth first reported a position in EUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $239K in Q1 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Keyvantage Wealth held 5,177 shares of iShares ESG Advanced Universal USD Bond ETF worth $225K as of Q2 2026.
  • Keyvantage Wealth sold 49 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.13K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.09% of Keyvantage Wealth's portfolio in Q2 2026, its #88 holding.
  • Keyvantage Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Keyvantage Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $239K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.