Savant Capital
EUSB icon

Savant Capital’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Savant Capital’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 		$552K Sell
13,291
-3,597
-21% -$154K ﹤0.01% 1509
2026
Q2 		$734K Buy
16,888
+5
+0% +$217 ﹤0.01% 1022
2026
Q1 		$734K Buy
16,883
+3
+0% +$132 ﹤0.01% 732
2025
Q4 		$741K Sell
16,880
-2,617
-13% -$115K ﹤0.01% 678
2025
Q3 		$856K Sell
19,497
-40
-0.2% -$1.74K 0.01% 623
2025
Q2 		$851K Buy
19,537
+1,620
+9% +$69.7K 0.01% 571
2025
Q1 		$776K Buy
17,917
+7,352
+70% +$315K 0.01% 555
2024
Q4 		$449K Buy
10,565
+5
+0% +$216 ﹤0.01% 926
2024
Q3 		$468K Sell
10,560
-18
-0.2% -$785 ﹤0.01% 892
2024
Q2 		$450K Buy
10,578
+4,790
+83% +$202K ﹤0.01% 829
2024
Q1 		$248K Buy
5,788
+245
+4% +$10.5K ﹤0.01% 961
2023
Q4 		$240K Buy
+5,543
New +$230K ﹤0.01% 765

Other funds holding EUSB

IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Savant Capital's EUSB Position: Q3 2026 in Review

Savant Capital reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 21% in Q3 2026, selling an estimated $154K and leaving 13,291 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Savant Capital first reported a position in EUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $856K in Q3 2025. 87 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Savant Capital held 13,291 shares of iShares ESG Advanced Universal USD Bond ETF worth $552K as of Q3 2026.
  • Savant Capital sold 3,597 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $154K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1509 holding.
  • Savant Capital first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Savant Capital's iShares ESG Advanced Universal USD Bond ETF position peaked at $856K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.