Stewardship Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Stewardship Advisors’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	$3.59M	Sell	86,279 -802	-0.9%	-$34.2K	0.75%	28
2026 Q2	$3.78M	Buy	87,081 +16,281	+23%	+$707K	0.79%	27
2026 Q1	$3.08M	Sell	70,800 -12,199	-15%	-$536K	0.71%	30
2025 Q4	$3.64M	Sell	82,999 -21,473	-21%	-$945K	0.84%	31
2025 Q3	$4.59M	Buy	104,472 +2,455	+2%	+$107K	1.09%	25
2025 Q2	$4.44M	Sell	102,017 -3,222	-3%	-$139K	1.12%	24
2025 Q1	$4.56M	Buy	+105,239	New	+$4.51M	1.23%	24

Other funds holding EUSB

XFP

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Stewardship Advisors's EUSB Position: Q3 2026 in Review

Stewardship Advisors reduced its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.92% in Q3 2026, selling an estimated $34.2K and leaving 86,279 shares worth $3.59M. The position accounts for 0.75% of the portfolio, ranked #28.

Stewardship Advisors first reported a position in EUSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.59M in Q3 2025. 26 funds tracked by Wall St. Rank hold EUSB as of Q3 2026.

Stewardship Advisors held 86,279 shares of iShares ESG Advanced Universal USD Bond ETF worth $3.59M as of Q3 2026.
Stewardship Advisors sold 802 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2026, an estimated $34.2K.
iShares ESG Advanced Universal USD Bond ETF made up 0.75% of Stewardship Advisors's portfolio in Q3 2026, its #28 holding.
Stewardship Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2025 and has held it in 7 quarters since.
Stewardship Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $4.59M in Q3 2025.
26 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.