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

Spire Wealth Management’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	$12.7K	Hold	293	–	–	﹤0.01%	1577
2026 Q1	$12.7K	Hold	293	–	–	﹤0.01%	1555
2025 Q4	$12.9K	Hold	293	–	–	﹤0.01%	1633
2025 Q3	$12.9K	Hold	293	–	–	﹤0.01%	1661
2025 Q2	$12.8K	Hold	293	–	–	﹤0.01%	1645
2025 Q1	$12.7K	Hold	293	–	–	﹤0.01%	1766
2024 Q4	$12.4K	Hold	293	–	–	﹤0.01%	1787
2024 Q3	$13K	Hold	293	–	–	﹤0.01%	1568
2024 Q2	$12.5K	Sell	293 -3,710	-93%	-$157K	﹤0.01%	1577
2024 Q1	$171K	Buy	4,003 +1,531	+62%	+$65.4K	﹤0.01%	814
2023 Q4	$106K	Buy	2,472 +579	+31%	+$24K	﹤0.01%	984
2023 Q3	$77.3K	Buy	1,893 +1,797	+1,872%	+$75.3K	﹤0.01%	1026
2023 Q2	$4.09K	Hold	96	–	–	﹤0.01%	2047
2023 Q1	$4.15K	Buy	+96	New	+$4.12K	﹤0.01%	2077
2022 Q2	–	Sell	-22	Closed	-$1K	–	2704
2022 Q1	$1K	Buy	+22	New	+$1.05K	﹤0.01%	2461
2021 Q3	–	Sell	-666	Closed	-$33K	–	2590
2021 Q2	$33K	Buy	+666	New	+$32.9K	﹤0.01%	1653

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

Spire Wealth Management's EUSB Position: Q2 2026 in Review

Spire Wealth Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 293 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Spire Wealth Management first reported a position in EUSB in Q2 2021 and has held it in 16 quarters since. The position peaked at $171K in Q1 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

Spire Wealth Management held 293 shares of iShares ESG Advanced Universal USD Bond ETF worth $12.7K as of Q2 2026.
Spire Wealth Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1577 holding.
Spire Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 16 quarters since.
Spire Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $171K in Q1 2024.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.