Perigon Wealth Management
EUSB icon

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
Q3 		$4.62M Buy
111,230
+11,265
+11% +$481K 0.07% 237
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

Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Xena Financial Planning
Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management's EUSB Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 11% in Q3 2026, buying an estimated $481K and bringing the position to 111,230 shares worth $4.62M. The position accounts for 0.07% of the portfolio, ranked #237.

Perigon Wealth Management first reported a position in EUSB in Q4 2020 and has held it in 21 quarters since. 33 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Perigon Wealth Management held 111,230 shares of iShares ESG Advanced Universal USD Bond ETF worth $4.62M as of Q3 2026.
  • Perigon Wealth Management bought 11,265 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $481K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.07% of Perigon Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.