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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Physician Wealth Advisors's EUSB Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 1.1% in Q2 2026, buying an estimated $174 and bringing the position to 369 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Physician Wealth Advisors first reported a position in EUSB in Q4 2021 and has held it in 12 quarters since. The position peaked at $406K in Q2 2022. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Physician Wealth Advisors held 369 shares of iShares ESG Advanced Universal USD Bond ETF worth $16K as of Q2 2026.
Physician Wealth Advisors bought 4 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $174.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #737 holding.
Physician Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and has held it in 12 quarters since.
Physician Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $406K in Q2 2022.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.