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

One Wealth 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 		$4.06M Buy
93,372
+14,556
+18% +$632K 0.45% 48
2026
Q1 		$3.43M Sell
78,816
-3,002
-4% -$132K 0.43% 48
2025
Q4 		$3.59M Sell
81,818
-3,944
-5% -$174K 0.44% 47
2025
Q3 		$3.77M Sell
85,762
-18,957
-18% -$826K 0.47% 46
2025
Q2 		$4.56M Buy
104,719
+9,235
+10% +$397K 0.63% 38
2025
Q1 		$4.14M Sell
95,484
-8,175
-8% -$350K 0.62% 37
2024
Q4 		$4.4M Sell
103,659
-28,343
-21% -$1.22M 0.65% 33
2024
Q3 		$5.85M Buy
+132,002
New +$5.76M 0.9% 28
2024
Q2 		– Sell
-133,831
Closed -$5.73M – 241
2024
Q1 		$5.73M Buy
133,831
+5,732
+4% +$245K 1% 27
2023
Q4 		$5.54M Buy
128,099
+20,303
+19% +$842K 1.07% 25
2023
Q3 		$4.4M Sell
107,796
-74,135
-41% -$3.11M 0.98% 26
2023
Q2 		$7.75M Sell
181,931
-3,839
-2% -$165K 1.63% 18
2023
Q1 		$8.03M Sell
185,770
-91,439
-33% -$3.92M 1.86% 17
2022
Q4 		$11.7M Sell
277,209
-24,290
-8% -$1.02M 2.67% 6
2022
Q3 		$12.6M Buy
301,499
+98,589
+49% +$4.32M 4.13% 5
2022
Q2 		$8.93M Sell
202,910
-94,348
-32% -$4.2M 2.39% 10
2022
Q1 		$13.8M Buy
297,258
+117,373
+65% +$5.59M 3.38% 5
2021
Q4 		$8.89M Buy
179,885
+33,549
+23% +$1.66M 2.26% 12
2021
Q3 		$7.26M Buy
146,336
+39,015
+36% +$1.95M 2.13% 13
2021
Q2 		$5.33M Buy
107,321
+40,926
+62% +$2.02M 1.69% 17
2021
Q1 		$3.25M Buy
66,395
+33,975
+105% +$1.69M 1.25% 17
2020
Q4 		$1.64M Buy
+32,420
New +$1.64M 0.89% 10

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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

One Wealth Advisors's EUSB Position: Q2 2026 in Review

One Wealth Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 18% in Q2 2026, buying an estimated $632K and bringing the position to 93,372 shares worth $4.06M. The position accounts for 0.45% of the portfolio, ranked #48.

One Wealth Advisors first reported a position in EUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q1 2022. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • One Wealth Advisors held 93,372 shares of iShares ESG Advanced Universal USD Bond ETF worth $4.06M as of Q2 2026.
  • One Wealth Advisors bought 14,556 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $632K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.45% of One Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • One Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • One Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $13.8M in Q1 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.