Mather Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Mather Group’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	$1.82K	Buy	42 +12	+40%	+$521	﹤0.01%	1748
2026 Q1	$1.3K	Buy	+30	New	+$1.32K	﹤0.01%	1749
2025 Q4	–	Sell	-22	Closed	-$966	–	958
2025 Q3	$966	Buy	+22	New	+$958	﹤0.01%	1589
2025 Q2	–	Sell	-73	Closed	-$3.16K	–	959
2025 Q1	$3.16K	Buy	73 +36	+97%	+$1.54K	﹤0.01%	1491
2024 Q4	$1.57K	Sell	37 -30	-45%	-$1.29K	﹤0.01%	1564
2024 Q3	$2.97K	Buy	67 +37	+123%	+$1.61K	﹤0.01%	1407
2024 Q2	$1.28K	Sell	30 -5	-14%	-$211	﹤0.01%	1967
2024 Q1	$1.51K	Buy	+35	New	+$1.5K	﹤0.01%	1582

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

Mather Group's EUSB Position: Q2 2026 in Review

Mather Group increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 40% in Q2 2026, buying an estimated $521 and bringing the position to 42 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Mather Group first reported a position in EUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.16K in Q1 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Mather Group held 42 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.82K as of Q2 2026.
Mather Group bought 12 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $521.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1748 holding.
Mather Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $3.16K in Q1 2025.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.