Physician Wealth Advisors
EUSB icon

Physician Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Physician Wealth 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
Q3 		$14.9K Sell
358
-11
-3% -$470 ﹤0.01% 781
2026
Q2 		$16K Buy
369
+4
+1% +$174 ﹤0.01% 737
2026
Q1 		$15.9K Sell
365
-3,516
-91% -$154K ﹤0.01% 678
2025
Q4 		$170K Sell
3,881
-570
-13% -$25.1K 0.02% 218
2025
Q3 		$195K Buy
4,451
+20
+0.5% +$871 0.03% 201
2025
Q2 		$193K Buy
4,431
+23
+0.5% +$989 0.03% 191
2025
Q1 		$191K Sell
4,408
-258
-6% -$11.1K 0.03% 187
2024
Q4 		$198K Buy
4,666
+36
+0.8% +$1.55K 0.03% 186
2024
Q3 		$204K Buy
+4,630
New +$202K 0.04% 180
2022
Q4 		– Sell
-8,855
Closed -$372K – 153
2022
Q3 		$372K Sell
8,855
-150
-2% -$6.57K 0.11% 91
2022
Q2 		$406K Buy
9,005
+182
+2% +$8.11K 0.12% 93
2022
Q1 		$394K Buy
8,823
+666
+8% +$31.7K 0.1% 98
2021
Q4 		$397K Buy
+8,157
New +$403K 0.1% 99

Other funds holding EUSB

Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
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

Physician Wealth Advisors's EUSB Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 3% in Q3 2026, selling an estimated $470 and leaving 358 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Physician Wealth Advisors first reported a position in EUSB in Q4 2021 and has held it in 13 quarters since. The position peaked at $406K in Q2 2022. 37 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Physician Wealth Advisors held 358 shares of iShares ESG Advanced Universal USD Bond ETF worth $14.9K as of Q3 2026.
  • Physician Wealth Advisors sold 11 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $470.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #781 holding.
  • Physician Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • Physician Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $406K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.