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

Valmark 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 		$394K Hold
9,066
– – ﹤0.01% 557
2026
Q1 		$394K Hold
9,066
– – ﹤0.01% 522
2025
Q4 		$398K Hold
9,066
– – ﹤0.01% 492
2025
Q3 		$398K Buy
9,066
+395
+5% +$17.2K 0.01% 482
2025
Q2 		$378K Buy
+8,671
New +$373K 0.01% 492

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

Valmark Advisers's EUSB Position: Q2 2026 in Review

Valmark Advisers held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 9,066 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Valmark Advisers first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $398K in Q3 2025. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Valmark Advisers held 9,066 shares of iShares ESG Advanced Universal USD Bond ETF worth $394K as of Q2 2026.
  • Valmark Advisers left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #557 holding.
  • Valmark Advisers first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Valmark Advisers's iShares ESG Advanced Universal USD Bond ETF position peaked at $398K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.