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

Milestone 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	$567K	Sell	13,060 -62	-0.5%	-$2.69K	0.12%	62
2026 Q1	$571K	Sell	13,122 -148	-1%	-$6.5K	0.14%	60
2025 Q4	$583K	Buy	13,270 +2,980	+29%	+$131K	0.14%	57
2025 Q3	$452K	Buy	10,290 +827	+9%	+$36K	0.11%	64
2025 Q2	$412K	Sell	9,463 -12	-0.1%	-$516	0.11%	64
2025 Q1	$410K	Buy	9,475 +996	+12%	+$42.7K	0.11%	64
2024 Q4	$360K	Buy	8,479 +5,360	+172%	+$231K	0.1%	67
2024 Q3	$138K	Hold	3,119	–	–	0.04%	87
2024 Q2	$133K	Buy	3,119 +170	+6%	+$7.18K	0.04%	87
2024 Q1	$126K	Hold	2,949	–	–	0.03%	85
2023 Q4	$128K	Buy	+2,949	New	+$122K	0.04%	82

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

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

Milestone Investment Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.47% in Q2 2026, selling an estimated $2.69K and leaving 13,060 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #62.

Milestone Investment Advisors first reported a position in EUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q4 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Milestone Investment Advisors held 13,060 shares of iShares ESG Advanced Universal USD Bond ETF worth $567K as of Q2 2026.
Milestone Investment Advisors sold 62 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.69K.
iShares ESG Advanced Universal USD Bond ETF made up 0.12% of Milestone Investment Advisors's portfolio in Q2 2026, its #62 holding.
Milestone Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $583K in Q4 2025.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.