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

Mount Yale 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
2025
Q3 		– Sell
-468
Closed -$20.4K – 956
2025
Q2 		$20.4K Buy
+468
New +$20.1K ﹤0.01% 1037
2023
Q1 		– Sell
-6,942
Closed -$293K – 496
2022
Q4 		$293K Buy
6,942
+1,593
+30% +$66.9K 0.03% 356
2022
Q3 		$224K Buy
+5,349
New +$234K 0.03% 399

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SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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 22.9% 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

Mount Yale Investment Advisors's EUSB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 468 shares — an estimated $20.4K sold.

Mount Yale Investment Advisors first reported a position in EUSB in Q3 2022 and held it in 3 quarters. The position peaked at $293K in Q4 2022. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 468 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $20.4K.
  • Mount Yale Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $293K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.