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P.J. Schmidt Investment Management (PJS)’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$379K Buy
8,713
+596
+7% +$25.9K 0.06% 161
2026
Q1 		$353K Hold
8,117
– – 0.06% 154
2025
Q4 		$356K Buy
8,117
+3,050
+60% +$134K 0.06% 153
2025
Q3 		$223K Buy
5,067
+75
+2% +$3.27K 0.04% 189
2025
Q2 		$217K Buy
+4,992
New +$215K 0.04% 182

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 22.9% 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

P.J. Schmidt Investment Management (PJS)'s EUSB Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 7.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 8,713 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #161.

P.J. Schmidt Investment Management (PJS) first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 8,713 shares of iShares ESG Advanced Universal USD Bond ETF worth $379K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 596 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $25.9K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.06% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #161 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.