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

Sax 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	–	Sell	-4,667	Closed	-$205K	–	543
2026 Q1	$205K	Hold	4,667	–	–	0.01%	467
2025 Q4	$205K	Sell	4,667 -509	-10%	-$22.4K	0.01%	472
2025 Q3	$227K	Buy	+5,176	New	+$225K	0.01%	405
2025 Q2	–	Sell	-10,690	Closed	-$463K	–	423
2025 Q1	$463K	Hold	10,690	–	–	0.03%	232
2024 Q4	$454K	Hold	10,690	–	–	0.04%	203
2024 Q3	$474K	Sell	10,690 -35	-0.3%	-$1.53K	0.04%	164
2024 Q2	$456K	Buy	+10,725	New	+$453K	0.04%	155

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

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

Sax Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 4,667 shares — an estimated $205K sold.

Sax Wealth Advisors first reported a position in EUSB in Q2 2024 and held it in 7 quarters. The position peaked at $474K in Q3 2024. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Sax Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Sax Wealth Advisors sold 4,667 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $205K.
Sax Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and held it in 7 quarters.
Sax Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $474K in Q3 2024.
158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.