LPL Financial
EUSB icon

LPL Financial’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

LPL Financial’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 		$23.7M Sell
545,647
-57,566
-10% -$2.5M 0.01% 1466
2026
Q1 		$26.2M Buy
603,213
+18,291
+3% +$803K 0.01% 1290
2025
Q4 		$25.7M Buy
584,922
+169,761
+41% +$7.47M 0.01% 1241
2025
Q3 		$18.2M Sell
415,161
-202,155
-33% -$8.81M 0.01% 1426
2025
Q2 		$26.9M Buy
617,316
+141,002
+30% +$6.06M 0.01% 1068
2025
Q1 		$20.6M Buy
476,314
+48,809
+11% +$2.09M 0.01% 1134
2024
Q4 		$18.2M Buy
427,505
+44,825
+12% +$1.94M 0.01% 1152
2024
Q3 		$17M Buy
382,680
+67,700
+21% +$2.95M 0.01% 1130
2024
Q2 		$13.4M Buy
314,980
+37,790
+14% +$1.6M 0.01% 1180
2024
Q1 		$11.9M Buy
277,190
+27,590
+11% +$1.18M 0.01% 1219
2023
Q4 		$10.8M Sell
249,600
-11,704
-4% -$486K 0.01% 1202
2023
Q3 		$10.7M Buy
261,304
+139,030
+114% +$5.83M 0.01% 1126
2023
Q2 		$5.21M Buy
122,274
+22,028
+22% +$945K ﹤0.01% 1538
2023
Q1 		$4.33M Sell
100,246
-25,165
-20% -$1.08M ﹤0.01% 1600
2022
Q4 		$5.29M Buy
125,411
+19,583
+19% +$823K ﹤0.01% 1414
2022
Q3 		$4.43M Sell
105,828
-36,096
-25% -$1.58M ﹤0.01% 1458
2022
Q2 		$6.24M Buy
141,924
+16,805
+13% +$748K 0.01% 1240
2022
Q1 		$5.81M Sell
125,119
-2,051
-2% -$97.6K 0.01% 1352
2021
Q4 		$6.29M Buy
127,170
+23,032
+22% +$1.14M 0.01% 1306
2021
Q3 		$5.16M Buy
104,138
+67,510
+184% +$3.37M ﹤0.01% 1370
2021
Q2 		$1.82M Buy
36,628
+14,143
+63% +$699K ﹤0.01% 2053
2021
Q1 		$1.1M Buy
+22,485
New +$1.12M ﹤0.01% 2310

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial's EUSB Position: Q2 2026 in Review

LPL Financial reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 9.5% in Q2 2026, selling an estimated $2.5M and leaving 545,647 shares worth $23.7M. The position accounts for 0.01% of the portfolio, ranked #1466.

LPL Financial first reported a position in EUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $26.9M in Q2 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • LPL Financial held 545,647 shares of iShares ESG Advanced Universal USD Bond ETF worth $23.7M as of Q2 2026.
  • LPL Financial sold 57,566 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.5M.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1466 holding.
  • LPL Financial first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's iShares ESG Advanced Universal USD Bond ETF position peaked at $26.9M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.