Shared Vision Wealth Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Shared Vision Wealth Group’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 Q1	$470K	Sell	10,809 -1,279	-11%	-$56.1K	0.19%	62
2025 Q4	$532K	Sell	12,088 -11,640	-49%	-$512K	0.22%	58
2025 Q3	$1.05M	Buy	23,728 +3,318	+16%	+$145K	0.45%	36
2025 Q2	$884K	Sell	20,410 -7,613	-27%	-$327K	0.44%	34
2025 Q1	$1.21M	Hold	28,023	–	–	0.66%	28
2024 Q4	$1.19M	Buy	28,023 +78	+0.3%	+$3.37K	0.63%	26
2024 Q3	$1.24M	Buy	27,945 +75	+0.3%	+$3.27K	0.66%	25
2024 Q2	$1.19M	Buy	27,870 +16,300	+141%	+$688K	0.69%	24
2024 Q1	$496K	Sell	11,570 -2,270	-16%	-$97K	0.31%	44
2023 Q4	$599K	Buy	+13,840	New	+$574K	0.4%	35

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shared Vision Wealth Group's EUSB Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 11% in Q1 2026, selling an estimated $56.1K and leaving 10,809 shares worth $470K. The position accounts for 0.19% of the portfolio, ranked #62.

Shared Vision Wealth Group first reported a position in EUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

Shared Vision Wealth Group held 10,809 shares of iShares ESG Advanced Universal USD Bond ETF worth $470K as of Q1 2026.
Shared Vision Wealth Group sold 1,279 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $56.1K.
iShares ESG Advanced Universal USD Bond ETF made up 0.19% of Shared Vision Wealth Group's portfolio in Q1 2026, its #62 holding.
Shared Vision Wealth Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.24M in Q3 2024.
161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.