W.H. Cornerstone Investments’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

W.H. Cornerstone Investments’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	$313K	Buy	7,209 +1,122	+18%	+$48.7K	0.18%	110
2026 Q1	$265K	Buy	6,087 +951	+19%	+$41.7K	0.17%	104
2025 Q4	$226K	Buy	5,136 +60	+1%	+$2.64K	0.14%	107
2025 Q3	$223K	Buy	5,076 +45	+0.9%	+$1.96K	0.14%	108
2025 Q2	$219K	Sell	5,031 -121	-2%	-$5.2K	0.14%	103
2025 Q1	$223K	Sell	5,152 -86	-2%	-$3.69K	0.15%	104
2024 Q4	$223K	Buy	5,238 +152	+3%	+$6.56K	0.15%	111
2024 Q3	$225K	Buy	+5,086	New	+$222K	0.15%	111
2023 Q1	–	Sell	-5,934	Closed	-$257K	–	133
2022 Q4	$257K	Sell	5,934 -78	-1%	-$3.28K	0.24%	105
2022 Q3	$249K	Buy	+6,012	New	+$263K	0.26%	94

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

W.H. Cornerstone Investments's EUSB Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 18% in Q2 2026, buying an estimated $48.7K and bringing the position to 7,209 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #110.

W.H. Cornerstone Investments first reported a position in EUSB in Q3 2022 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

W.H. Cornerstone Investments held 7,209 shares of iShares ESG Advanced Universal USD Bond ETF worth $313K as of Q2 2026.
W.H. Cornerstone Investments bought 1,122 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $48.7K.
iShares ESG Advanced Universal USD Bond ETF made up 0.18% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #110 holding.
W.H. Cornerstone Investments first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.