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

One Wealth Capital 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
2026
Q2 		$214K Buy
+4,915
New +$213K 0.06% 220
2025
Q4 		– Sell
-4,852
Closed -$213K – 138
2025
Q3 		$213K Sell
4,852
-2,090
-30% -$91.1K 0.1% 117
2025
Q2 		$302K Buy
6,942
+1,596
+30% +$68.6K 0.14% 82
2025
Q1 		$232K Buy
5,346
+47
+0.9% +$2.02K 0.12% 94
2024
Q4 		$225K Buy
+5,299
New +$229K 0.11% 99

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I
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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 Capital Management's EUSB Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026: 4,915 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #220 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in EUSB as recently as Q3 2025.

One Wealth Capital Management first reported a position in EUSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $302K in Q2 2025. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • One Wealth Capital Management held 4,915 shares of iShares ESG Advanced Universal USD Bond ETF worth $214K as of Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF was a new One Wealth Capital Management position in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.06% of One Wealth Capital Management's portfolio in Q2 2026, its #220 holding.
  • One Wealth Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • One Wealth Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $302K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.