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

KWB 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 		– Sell
-13,023
Closed -$572K – 175
2026
Q1 		$572K Sell
13,023
-3,930
-23% -$173K 0.06% 91
2025
Q4 		$744K Buy
16,953
+7,521
+80% +$331K 0.07% 84
2025
Q3 		$411K Sell
9,432
-32
-0.3% -$1.39K 0.05% 98
2025
Q2 		$410K Sell
9,464
-972
-9% -$41.8K 0.05% 100
2025
Q1 		$443K Buy
10,436
+981
+10% +$42.1K 0.05% 101
2024
Q4 		$419K Buy
+9,455
New +$408K 0.05% 96

Other funds holding EUSB

BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KWB Wealth's EUSB Position: Q2 2026 in Review

KWB Wealth sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 13,023 shares — an estimated $572K sold.

KWB Wealth first reported a position in EUSB in Q4 2024 and held it in 6 quarters. The position peaked at $744K in Q4 2025. 16 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • KWB Wealth reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 13,023 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $572K.
  • KWB Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 6 quarters.
  • KWB Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $744K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.