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

NewEdge 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	$2.92M	Buy	67,315 +11,323	+20%	+$492K	0.01%	1018
2026 Q1	$2.44M	Buy	55,992 +16,255	+41%	+$714K	0.01%	1003
2025 Q4	$1.74M	Buy	39,737 +3,769	+10%	+$166K	0.01%	1146
2025 Q3	$1.58M	Buy	35,968 +870	+2%	+$37.9K	0.01%	1141
2025 Q2	$1.53M	Buy	35,098 +3,924	+13%	+$169K	0.01%	1062
2025 Q1	$1.35M	Buy	+31,174	New	+$1.34M	0.01%	1027
2024 Q4	–	Sell	-75	Closed	-$3.32K	–	3937
2024 Q3	$3.32K	Buy	+75	New	+$3.27K	﹤0.01%	3281

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

NewEdge Advisors's EUSB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 20% in Q2 2026, buying an estimated $492K and bringing the position to 67,315 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #1018.

NewEdge Advisors first reported a position in EUSB in Q3 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

NewEdge Advisors held 67,315 shares of iShares ESG Advanced Universal USD Bond ETF worth $2.92M as of Q2 2026.
NewEdge Advisors bought 11,323 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $492K.
iShares ESG Advanced Universal USD Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1018 holding.
NewEdge Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.