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Oregon Pacific Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Oregon Pacific Wealth 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
2025
Q4 		– Sell
-5,806
Closed -$255K – 125
2025
Q3 		$255K Buy
5,806
+28
+0.5% +$1.22K 0.22% 108
2025
Q2 		$252K Sell
5,778
-124
-2% -$5.33K 0.24% 107
2025
Q1 		$256K Sell
5,902
-163
-3% -$6.99K 0.26% 102
2024
Q4 		$258K Buy
+6,065
New +$262K 0.25% 102

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I
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LPL Financial
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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Oregon Pacific Wealth Management's EUSB Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 5,806 shares — an estimated $255K sold.

Oregon Pacific Wealth Management first reported a position in EUSB in Q4 2024 and held it in 4 quarters. The position peaked at $258K in Q4 2024. 156 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 5,806 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $255K.
  • Oregon Pacific Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $258K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.