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

Perennial 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
Q1 		$1.78M Buy
40,887
+704
+2% +$30.9K 0.14% 121
2025
Q4 		$1.76M Buy
40,183
+1,616
+4% +$71.1K 0.14% 130
2025
Q3 		$1.69M Buy
38,567
+334
+0.9% +$14.6K 0.14% 125
2025
Q2 		$1.67M Buy
38,233
+22
+0.1% +$946 0.16% 122
2025
Q1 		$1.66M Buy
38,211
+22,282
+140% +$955K 0.19% 102
2024
Q4 		$677K Buy
15,929
+3,378
+27% +$146K 0.08% 189
2024
Q3 		$556K Buy
12,551
+6,000
+92% +$262K 0.07% 199
2024
Q2 		$279K Buy
+6,551
New +$277K 0.04% 287

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perennial Investment Advisors's EUSB Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.8% in Q1 2026, buying an estimated $30.9K and bringing the position to 40,887 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #121.

Perennial Investment Advisors first reported a position in EUSB in Q2 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Perennial Investment Advisors held 40,887 shares of iShares ESG Advanced Universal USD Bond ETF worth $1.78M as of Q1 2026.
  • Perennial Investment Advisors bought 704 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $30.9K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • Perennial Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.