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

Perigon 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
2026
Q2 		$4.34M Buy
99,965
+14,505
+17% +$630K 0.07% 254
2026
Q1 		$3.72M Buy
85,460
+4,688
+6% +$206K 0.07% 262
2025
Q4 		$3.55M Buy
80,772
+2,151
+3% +$94.7K 0.06% 258
2025
Q3 		$3.45M Sell
78,621
-9,875
-11% -$430K 0.07% 253
2025
Q2 		$3.85M Sell
88,496
-843
-0.9% -$36.2K 0.09% 223
2025
Q1 		$3.87M Buy
89,339
+19,277
+28% +$826K 0.1% 204
2024
Q4 		$2.98M Sell
70,062
-9,254
-12% -$400K 0.07% 247
2024
Q3 		$3.51M Buy
79,316
+13,947
+21% +$608K 0.09% 203
2024
Q2 		$2.78M Buy
65,369
+4,511
+7% +$190K 0.08% 212
2024
Q1 		$2.61M Buy
60,858
+4,247
+8% +$181K 0.08% 219
2023
Q4 		$2.45M Sell
56,611
-4,160
-7% -$173K 0.08% 206
2023
Q3 		$2.48M Buy
60,771
+14,783
+32% +$620K 0.1% 184
2023
Q2 		$1.96M Buy
45,988
+39,564
+616% +$1.7M 0.08% 209
2023
Q1 		$278K Sell
6,424
-968
-13% -$41.5K 0.02% 565
2022
Q4 		$312K Buy
7,392
+367
+5% +$15.4K 0.02% 516
2022
Q3 		$294K Buy
7,025
+1,934
+38% +$84.7K 0.03% 428
2022
Q2 		$224K Sell
5,091
-106
-2% -$4.72K 0.02% 513
2022
Q1 		$242K Sell
5,197
-1,695
-25% -$80.7K 0.02% 534
2021
Q4 		$341K Buy
+6,892
New +$341K 0.02% 424
2021
Q1 		– Sell
-392
Closed -$20K – 662
2020
Q4 		$20K Buy
+392
New +$19.8K ﹤0.01% 1046

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

Perigon Wealth Management's EUSB Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 17% in Q2 2026, buying an estimated $630K and bringing the position to 99,965 shares worth $4.34M. The position accounts for 0.07% of the portfolio, ranked #254.

Perigon Wealth Management first reported a position in EUSB in Q4 2020 and has held it in 20 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Perigon Wealth Management held 99,965 shares of iShares ESG Advanced Universal USD Bond ETF worth $4.34M as of Q2 2026.
  • Perigon Wealth Management bought 14,505 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $630K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.