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Mason & Associates (California)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Mason & Associates (California)’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 		$756K Sell
17,402
-302
-2% -$13.1K 0.12% 93
2026
Q1 		$769K Buy
17,704
+10,238
+137% +$449K 0.15% 81
2025
Q4 		$328K Buy
7,466
+200
+3% +$8.8K 0.06% 127
2025
Q3 		$319K Buy
7,266
+267
+4% +$11.6K 0.06% 101
2025
Q2 		$305K Sell
6,999
-15
-0.2% -$645 0.07% 97
2025
Q1 		$304K Buy
+7,014
New +$301K 0.08% 86

Other funds holding EUSB

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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

Mason & Associates (California)'s EUSB Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.7% in Q2 2026, selling an estimated $13.1K and leaving 17,402 shares worth $756K. The position accounts for 0.12% of the portfolio, ranked #93.

Mason & Associates (California) first reported a position in EUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $769K in Q1 2026. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Mason & Associates (California) held 17,402 shares of iShares ESG Advanced Universal USD Bond ETF worth $756K as of Q2 2026.
  • Mason & Associates (California) sold 302 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $13.1K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.12% of Mason & Associates (California)'s portfolio in Q2 2026, its #93 holding.
  • Mason & Associates (California) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Mason & Associates (California)'s iShares ESG Advanced Universal USD Bond ETF position peaked at $769K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.