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Spectrum Planning & Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Spectrum Planning & Advisory Services’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
-4,800
Closed -$209K – 124
2026
Q1 		$209K Sell
4,800
-153
-3% -$6.72K 0.1% 110
2025
Q4 		$217K Buy
4,953
+30
+0.6% +$1.32K 0.11% 109
2025
Q3 		$216K Buy
4,923
+26
+0.5% +$1.13K 0.12% 101
2025
Q2 		$213K Sell
4,897
-151
-3% -$6.49K 0.14% 92
2025
Q1 		$219K Buy
5,048
+317
+7% +$13.6K 0.18% 62
2024
Q4 		$201K Sell
4,731
-2,074
-30% -$89.5K 0.17% 60
2024
Q3 		$301K Buy
+6,805
New +$297K 0.29% 42
2023
Q1 		– Sell
-10,085
Closed -$426K – 41
2022
Q4 		$426K Sell
10,085
-4,056
-29% -$170K 0.58% 27
2022
Q3 		$592K Sell
14,141
-1,643
-10% -$72K 0.6% 29
2022
Q2 		$694K Buy
15,784
+185
+1% +$8.24K 0.72% 27
2022
Q1 		$725K Sell
15,599
-505
-3% -$24K 0.66% 26
2021
Q4 		$796K Buy
16,104
+2,967
+23% +$147K 0.72% 28
2021
Q3 		$651K Buy
13,137
+3,411
+35% +$171K 0.64% 30
2021
Q2 		$483K Buy
9,726
+1,055
+12% +$52.1K 0.46% 34
2021
Q1 		$425K Buy
8,671
+2,725
+46% +$136K 0.44% 35
2020
Q4 		$301K Buy
+5,946
New +$300K 0.32% 35

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
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

Spectrum Planning & Advisory Services's EUSB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 4,800 shares — an estimated $209K sold.

Spectrum Planning & Advisory Services first reported a position in EUSB in Q4 2020 and held it in 16 quarters. The position peaked at $796K in Q4 2021. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Spectrum Planning & Advisory Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 4,800 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $209K.
  • Spectrum Planning & Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 16 quarters.
  • Spectrum Planning & Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $796K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.