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Steward Partners Investment Advisory’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Steward Partners Investment Advisory’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 		$765K Buy
17,600
+4,347
+33% +$189K ﹤0.01% 1453
2026
Q1 		$577K Buy
13,253
+391
+3% +$17.2K ﹤0.01% 1441
2025
Q4 		$565K Buy
12,862
+907
+8% +$39.9K ﹤0.01% 1350
2025
Q3 		$525K Sell
11,955
-4,023
-25% -$175K ﹤0.01% 1346
2025
Q2 		$696K Buy
15,978
+427
+3% +$18.4K 0.01% 1145
2025
Q1 		$674K Buy
15,551
+260
+2% +$11.1K 0.01% 1081
2024
Q4 		$650K Sell
15,291
-1,685
-10% -$72.7K 0.01% 1039
2024
Q3 		$752K Buy
16,976
+471
+3% +$20.5K 0.01% 954
2024
Q2 		$702K Sell
16,505
-619
-4% -$26.1K 0.01% 926
2024
Q1 		$733K Buy
17,124
+92
+0.5% +$3.93K 0.01% 900
2023
Q4 		$737K Buy
17,032
+455
+3% +$18.9K 0.01% 837
2023
Q3 		$677K Buy
16,577
+2,169
+15% +$90.9K 0.01% 807
2023
Q2 		$613K Buy
14,408
+833
+6% +$35.7K 0.01% 867
2023
Q1 		$587K Sell
13,575
-6,627
-33% -$284K 0.01% 865
2022
Q4 		$853K Buy
20,202
+978
+5% +$41.1K 0.01% 724
2022
Q3 		$804K Buy
19,224
+774
+4% +$33.9K 0.02% 687
2022
Q2 		$812K Sell
18,450
-610
-3% -$27.2K 0.01% 703
2022
Q1 		$886K Buy
19,060
+2,982
+19% +$142K 0.01% 718
2021
Q4 		$795K Buy
16,078
+1,432
+10% +$70.8K 0.01% 774
2021
Q3 		$726K Buy
14,646
+4,357
+42% +$218K 0.01% 778
2021
Q2 		$511K Buy
10,289
+7
+0.1% +$346 0.01% 923
2021
Q1 		$504K Buy
10,282
+4,526
+79% +$225K 0.01% 886
2020
Q4 		$291K Buy
+5,756
New +$290K 0.01% 925

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

Steward Partners Investment Advisory's EUSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 33% in Q2 2026, buying an estimated $189K and bringing the position to 17,600 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Steward Partners Investment Advisory first reported a position in EUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $886K in Q1 2022. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Steward Partners Investment Advisory held 17,600 shares of iShares ESG Advanced Universal USD Bond ETF worth $765K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,347 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $189K.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1453 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Advanced Universal USD Bond ETF position peaked at $886K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.