Spire Wealth Management
EUSB icon

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
Q3 		$15.3K Buy
368
+75
+26% +$3.2K ﹤0.01% 1475
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

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

Spire Wealth Management's EUSB Position: Q3 2026 in Review

Spire Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 26% in Q3 2026, buying an estimated $3.2K and bringing the position to 368 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Spire Wealth Management first reported a position in EUSB in Q2 2021 and has held it in 17 quarters since. The position peaked at $171K in Q1 2024. 94 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

  • Spire Wealth Management held 368 shares of iShares ESG Advanced Universal USD Bond ETF worth $15.3K as of Q3 2026.
  • Spire Wealth Management bought 75 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $3.2K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1475 holding.
  • Spire Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $171K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.