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Walkner Condon Financial Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Walkner Condon Financial 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 		$431K Buy
9,922
+53
+0.5% +$2.3K 0.05% 210
2026
Q1 		$429K Buy
9,869
+123
+1% +$5.4K 0.06% 195
2025
Q4 		$428K Sell
9,746
-25
-0.3% -$1.1K 0.06% 199
2025
Q3 		$429K Sell
9,771
-312
-3% -$13.6K 0.07% 194
2025
Q2 		$439K Sell
10,083
-678
-6% -$29.2K 0.08% 178
2025
Q1 		$466K Buy
10,761
+29
+0.3% +$1.24K 0.09% 169
2024
Q4 		$456K Buy
10,732
+1,633
+18% +$70.5K 0.09% 171
2024
Q3 		$403K Buy
9,099
+374
+4% +$16.3K 0.08% 178
2024
Q2 		$371K Sell
8,725
-702
-7% -$29.6K 0.08% 175
2024
Q1 		$404K Hold
9,427
– – 0.09% 176
2023
Q4 		$408K Sell
9,427
-7,163
-43% -$297K 0.09% 175
2023
Q3 		$679K Hold
16,590
– – 0.18% 109
2023
Q2 		$706K Hold
16,590
– – 0.19% 104
2023
Q1 		$716K Sell
16,590
-788
-5% -$33.8K 0.2% 101
2022
Q4 		$734K Buy
17,378
+512
+3% +$21.5K 0.22% 94
2022
Q3 		$706K Buy
16,866
+1,652
+11% +$72.4K 0.23% 92
2022
Q2 		$668K Buy
15,214
+7,271
+92% +$324K 0.21% 98
2022
Q1 		$369K Buy
7,943
+3,238
+69% +$154K 0.1% 157
2021
Q4 		$233K Buy
+4,705
New +$232K 0.15% 110
2021
Q3 		– Sell
-17,327
Closed -$863K – 154
2021
Q2 		$863K Buy
+17,327
New +$856K 0.32% 63
2021
Q1 		– Sell
-4,637
Closed -$235K – 166
2020
Q4 		$235K Buy
+4,637
New +$234K 0.1% 125

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

Walkner Condon Financial Advisors's EUSB Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 0.54% in Q2 2026, buying an estimated $2.3K and bringing the position to 9,922 shares worth $431K. The position accounts for 0.05% of the portfolio, ranked #210.

Walkner Condon Financial Advisors first reported a position in EUSB in Q4 2020 and has held it in 21 quarters since. The position peaked at $863K in Q2 2021. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Walkner Condon Financial Advisors held 9,922 shares of iShares ESG Advanced Universal USD Bond ETF worth $431K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 53 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $2.3K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Walkner Condon Financial Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $863K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.