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EUSB icon

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

Lifelong 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
Q4 		– Sell
-4,709
Closed -$207K – 92
2025
Q3 		$207K Buy
+4,709
New +$205K 0.06% 84

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SWM
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I
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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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Lifelong Wealth Advisors's EUSB Position: Q4 2025 in Review

Lifelong Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 4,709 shares — an estimated $207K sold.

Lifelong Wealth Advisors first reported a position in EUSB in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 156 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

  • Lifelong Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Lifelong Wealth Advisors sold 4,709 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $207K.
  • Lifelong Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2025 and held it in 1 quarter.
  • Lifelong Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $207K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on Lifelong Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.