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Wealth Alliance’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Wealth Alliance’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
2025
Q2 		– Sell
-5,397
Closed -$234K – 550
2025
Q1 		$234K Buy
+5,397
New +$231K 0.03% 459
2024
Q4 		– Sell
-5,623
Closed -$249K – 511
2024
Q3 		$249K Sell
5,623
-886
-14% -$38.7K 0.03% 448
2024
Q2 		$277K Buy
6,509
+178
+3% +$7.51K 0.04% 403
2024
Q1 		$271K Buy
6,331
+341
+6% +$14.6K 0.04% 425
2023
Q4 		$259K Sell
5,990
-642
-10% -$26.6K 0.04% 425
2023
Q3 		$271K Sell
6,632
-1,356
-17% -$56.8K 0.04% 378
2023
Q2 		$340K Buy
7,988
+49
+0.6% +$2.1K 0.05% 336
2023
Q1 		$343K Sell
7,939
-13,125
-62% -$563K 0.06% 322
2022
Q4 		$889K Sell
21,064
-6,318
-23% -$265K 0.16% 147
2022
Q3 		$1.15M Buy
27,382
+6,410
+31% +$281K 0.23% 99
2022
Q2 		$923K Sell
20,972
-4,081
-16% -$182K 0.18% 138
2022
Q1 		$1.16M Buy
25,053
+1,104
+5% +$52.6K 0.24% 93
2021
Q4 		$1.18M Buy
23,949
+4,187
+21% +$207K 0.24% 96
2021
Q3 		$980K Buy
19,762
+4,347
+28% +$217K 0.22% 101
2021
Q2 		$766K Buy
15,415
+7,504
+95% +$371K 0.18% 136
2021
Q1 		$388K Buy
+7,911
New +$394K 0.11% 225

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealth Alliance's EUSB Position: Q2 2025 in Review

Wealth Alliance sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025, closing a stake of 5,397 shares — an estimated $234K sold.

Wealth Alliance first reported a position in EUSB in Q1 2021 and held it in 16 quarters. The position peaked at $1.18M in Q4 2021. 172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

  • Wealth Alliance reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 5,397 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2025, an estimated $234K.
  • Wealth Alliance first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 16 quarters.
  • Wealth Alliance's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.18M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.