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Principal Securities’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-3,717
Closed -$163K – 2012
2025
Q3 		$163K Hold
3,717
– – ﹤0.01% 1380
2025
Q2 		$162K Buy
3,717
+23
+0.6% +$989 ﹤0.01% 1323
2025
Q1 		$157K Hold
3,694
– – ﹤0.01% 1235
2024
Q4 		$157K Buy
3,694
+82
+2% +$3.54K ﹤0.01% 1233
2024
Q3 		$160K Hold
3,612
– – ﹤0.01% 1192
2024
Q2 		$154K Hold
3,612
– – ﹤0.01% 1154
2024
Q1 		$155K Sell
3,612
-468
-11% -$20K ﹤0.01% 1119
2023
Q4 		$177K Buy
+4,080
New +$169K 0.01% 975

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 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

Principal Securities's EUSB Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 3,717 shares — an estimated $163K sold.

Principal Securities first reported a position in EUSB in Q4 2023 and held it in 8 quarters. The position peaked at $177K in Q4 2023. 155 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

  • Principal Securities reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,717 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $163K.
  • Principal Securities first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares ESG Advanced Universal USD Bond ETF position peaked at $177K in Q4 2023.
  • 155 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.