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Twin Peaks Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-3,242
Closed -$141K – 855
2026
Q1 		$141K Buy
+3,242
New +$142K 0.04% 229
2025
Q3 		– Sell
-1,111
Closed -$48.3K – 779
2025
Q2 		$48.3K Buy
+1,111
New +$47.8K 0.02% 355

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

Twin Peaks Wealth Advisors's EUSB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2026, closing a stake of 3,242 shares — an estimated $141K sold.

Twin Peaks Wealth Advisors first reported a position in EUSB in Q2 2025 and held it in 2 quarters. The position peaked at $141K in Q1 2026. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3,242 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $141K.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $141K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.