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&Partners’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

&Partners’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 		$290K Buy
6,673
+977
+17% +$42.4K ﹤0.01% 2152
2026
Q1 		$248K Buy
5,696
+67
+1% +$2.94K ﹤0.01% 2108
2025
Q4 		$247K Buy
5,629
+225
+4% +$9.9K ﹤0.01% 2022
2025
Q3 		$237K Buy
+5,404
New +$235K ﹤0.01% 1876

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 22.96% 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

&Partners's EUSB Position: Q2 2026 in Review

&Partners increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 17% in Q2 2026, buying an estimated $42.4K and bringing the position to 6,673 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

&Partners first reported a position in EUSB in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • &Partners held 6,673 shares of iShares ESG Advanced Universal USD Bond ETF worth $290K as of Q2 2026.
  • &Partners bought 977 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $42.4K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2152 holding.
  • &Partners first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.