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

Rockport Wealth’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 		$612K Hold
14,080
– – 0.1% 55
2026
Q1 		$612K Buy
14,080
+544
+4% +$23.9K 0.11% 56
2025
Q4 		$594K Hold
13,536
– – 0.12% 53
2025
Q3 		$595K Hold
13,536
– – 0.12% 52
2025
Q2 		$589K Hold
13,536
– – 0.14% 47
2025
Q1 		$586K Hold
13,536
– – 0.21% 35
2024
Q4 		$575K Hold
13,536
– – 0.26% 39
2024
Q3 		$600K Hold
13,536
– – 0.16% 38
2024
Q2 		$576K Hold
13,536
– – 0.24% 38
2024
Q1 		$580K Buy
+13,536
New +$578K 0.39% 34

Other funds holding EUSB

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
XFP
Xena Financial Planning Portland, Oregon $104M AUM
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Rockport Wealth's EUSB Position: Q2 2026 in Review

Rockport Wealth held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 14,080 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #55.

Rockport Wealth first reported a position in EUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $612K in Q1 2026. 69 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Rockport Wealth held 14,080 shares of iShares ESG Advanced Universal USD Bond ETF worth $612K as of Q2 2026.
  • Rockport Wealth left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.1% of Rockport Wealth's portfolio in Q2 2026, its #55 holding.
  • Rockport Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Rockport Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $612K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.