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Valley National Advisers’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Valley National Advisers’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 		$683K Buy
15,727
+312
+2% +$13.6K 0.08% 154
2026
Q1 		$670K Buy
15,415
+1,331
+9% +$58.4K 0.09% 156
2025
Q4 		$618K Buy
14,084
+1,243
+10% +$54.7K 0.09% 160
2025
Q3 		$563K Buy
12,841
+1,409
+12% +$61.4K 0.09% 161
2025
Q2 		$497K Sell
11,432
-7
-0.1% -$301 0.08% 165
2025
Q1 		$495K Sell
11,439
-349
-3% -$15K 0.09% 158
2024
Q4 		$500K Buy
11,788
+294
+3% +$12.7K 0.09% 162
2024
Q3 		$509K Sell
11,494
-5,348
-32% -$233K 0.09% 164
2024
Q2 		$716K Buy
16,842
+563
+3% +$23.8K 0.11% 135
2024
Q1 		$697K Buy
16,279
+2,248
+16% +$96K 0.11% 139
2023
Q4 		$606K Buy
14,031
+857
+7% +$35.6K 0.1% 142
2023
Q3 		$538K Buy
13,174
+538
+4% +$22.6K 0.09% 150
2023
Q2 		$539K Buy
12,636
+7,193
+132% +$309K 0.09% 156
2023
Q1 		$235K Buy
5,443
+2,444
+81% +$105K 0.04% 231
2022
Q4 		$129K Buy
2,999
+2,107
+236% +$88.5K 0.02% 275
2022
Q3 		$37K Buy
+892
New +$39.1K 0.01% 411

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

Valley National Advisers's EUSB Position: Q2 2026 in Review

Valley National Advisers increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 2% in Q2 2026, buying an estimated $13.6K and bringing the position to 15,727 shares worth $683K. The position accounts for 0.08% of the portfolio, ranked #154.

Valley National Advisers first reported a position in EUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $716K in Q2 2024. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Valley National Advisers held 15,727 shares of iShares ESG Advanced Universal USD Bond ETF worth $683K as of Q2 2026.
  • Valley National Advisers bought 312 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.08% of Valley National Advisers's portfolio in Q2 2026, its #154 holding.
  • Valley National Advisers first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Valley National Advisers's iShares ESG Advanced Universal USD Bond ETF position peaked at $716K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.