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

OneDigital 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	$2.3M	Buy	52,950 +684	+1%	+$29.7K	0.02%	468
2026 Q1	$2.27M	Buy	52,266 +10,297	+25%	+$452K	0.02%	442
2025 Q4	$1.84M	Buy	41,969 +333	+0.8%	+$14.7K	0.02%	482
2025 Q3	$1.83M	Buy	41,636 +557	+1%	+$24.3K	0.02%	468
2025 Q2	$1.79M	Buy	41,079 +7,513	+22%	+$323K	0.02%	460
2025 Q1	$1.45M	Buy	33,566 +626	+2%	+$26.8K	0.02%	489
2024 Q4	$1.4M	Buy	32,940 +847	+3%	+$36.6K	0.02%	525
2024 Q3	$1.42M	Sell	32,093 -12,432	-28%	-$542K	0.02%	549
2024 Q2	$1.89M	Buy	44,525 +31,069	+231%	+$1.31M	0.02%	432
2024 Q1	$576K	Buy	13,456 +63	+0.5%	+$2.69K	0.01%	690
2023 Q4	$579K	Buy	13,393 +7,245	+118%	+$301K	0.01%	660
2023 Q3	$251K	Buy	6,148 +1,205	+24%	+$50.5K	0.01%	858
2023 Q2	$210K	Buy	+4,943	New	+$212K	﹤0.01%	946

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

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

OneDigital Investment Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.3% in Q2 2026, buying an estimated $29.7K and bringing the position to 52,950 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #468.

OneDigital Investment Advisors first reported a position in EUSB in Q2 2023 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

OneDigital Investment Advisors held 52,950 shares of iShares ESG Advanced Universal USD Bond ETF worth $2.3M as of Q2 2026.
OneDigital Investment Advisors bought 684 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $29.7K.
iShares ESG Advanced Universal USD Bond ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #468 holding.
OneDigital Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.