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Orion Portfolio Solutions’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$221K Buy
+5,105
New +$219K ﹤0.01% 1765
2024
Q4 		– Sell
-5,144
Closed -$228K – 1846
2024
Q3 		$228K Buy
+5,144
New +$224K ﹤0.01% 1656
2024
Q1 		– Sell
-42,278
Closed -$1.82M – 1704
2023
Q4 		$1.82M Buy
42,278
+12,382
+41% +$514K 0.02% 673
2023
Q3 		$1.22M Buy
29,896
+23,480
+366% +$984K 0.01% 834
2023
Q2 		$273K Buy
6,416
+177
+3% +$7.59K ﹤0.01% 1439
2023
Q1 		$270K Sell
6,239
-7,389
-54% -$317K ﹤0.01% 1386
2022
Q4 		$575K Sell
13,628
-243
-2% -$10.2K 0.02% 454
2022
Q3 		$580K Buy
13,871
+3,786
+38% +$166K 0.02% 387
2022
Q2 		$444K Buy
10,085
+23
+0.2% +$1.02K 0.02% 430
2022
Q1 		$468K Buy
10,062
+244
+2% +$11.6K 0.02% 449
2021
Q4 		$485K Buy
9,818
+3,480
+55% +$172K 0.02% 433
2021
Q3 		$314K Buy
6,338
+1,430
+29% +$71.5K 0.01% 516
2021
Q2 		$244K Buy
+4,908
New +$242K 0.01% 537

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Orion Portfolio Solutions's EUSB Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025: 5,105 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in EUSB as recently as Q3 2024.

Orion Portfolio Solutions first reported a position in EUSB in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2023. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Orion Portfolio Solutions held 5,105 shares of iShares ESG Advanced Universal USD Bond ETF worth $221K as of Q1 2025.
  • iShares ESG Advanced Universal USD Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1765 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 13 quarters since.
  • Orion Portfolio Solutions's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.82M in Q4 2023.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.