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MBE Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

MBE Wealth Management’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
Q3 		– Sell
-4,922
Closed -$214K – 140
2025
Q2 		$214K Sell
4,922
-4
-0.1% -$172 0.09% 129
2025
Q1 		$213K Buy
+4,926
New +$211K 0.1% 116

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I
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MBE Wealth Management's EUSB Position: Q3 2025 in Review

MBE Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 4,922 shares — an estimated $214K sold.

MBE Wealth Management first reported a position in EUSB in Q1 2025 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • MBE Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MBE Wealth Management sold 4,922 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $214K.
  • MBE Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and held it in 2 quarters.
  • MBE Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $214K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on MBE Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.