LifePlan Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

LifePlan Investment 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
2026 Q2	$201K	Sell	4,628 -3,879	-46%	-$168K	0.07%	129
2026 Q1	$370K	Buy	8,507 +61	+0.7%	+$2.68K	0.15%	96
2025 Q4	$371K	Hold	8,446	–	–	0.15%	90
2025 Q3	$371K	Sell	8,446 -4,036	-32%	-$176K	0.16%	89
2025 Q2	$544K	Buy	12,482 +1,345	+12%	+$57.8K	0.27%	68
2025 Q1	$482K	Buy	11,137 +126	+1%	+$5.4K	0.28%	69
2024 Q4	$468K	Buy	11,011 +2,724	+33%	+$118K	0.29%	65
2024 Q3	$367K	Buy	8,287 +35	+0.4%	+$1.53K	0.23%	67
2024 Q2	$351K	Buy	8,252 +2,068	+33%	+$87.3K	0.25%	68
2024 Q1	$265K	Sell	6,184 -9	-0.1%	-$384	0.21%	70
2023 Q4	$268K	Sell	6,193 -2,122	-26%	-$88K	0.25%	59
2023 Q3	$340K	Buy	8,315 +1,147	+16%	+$48.1K	0.36%	46
2023 Q2	$305K	Buy	+7,168	New	+$307K	0.34%	46

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LifePlan Investment Advisors's EUSB Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 46% in Q2 2026, selling an estimated $168K and leaving 4,628 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #129.

LifePlan Investment Advisors first reported a position in EUSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $544K in Q2 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

LifePlan Investment Advisors held 4,628 shares of iShares ESG Advanced Universal USD Bond ETF worth $201K as of Q2 2026.
LifePlan Investment Advisors sold 3,879 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $168K.
iShares ESG Advanced Universal USD Bond ETF made up 0.07% of LifePlan Investment Advisors's portfolio in Q2 2026, its #129 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $544K in Q2 2025.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.