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WealthTrak Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-261
Closed -$11.4K – 357
2025
Q2 		$11.4K Buy
261
+56
+27% +$2.41K 0.01% 183
2025
Q1 		$8.88K Hold
205
– – 0.01% 178
2024
Q4 		$8.71K Buy
+205
New +$8.85K 0.01% 170

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthTrak Capital Management's EUSB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 261 shares — an estimated $11.4K sold.

WealthTrak Capital Management first reported a position in EUSB in Q4 2024 and held it in 3 quarters. The position peaked at $11.4K in Q2 2025. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 261 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $11.4K.
  • WealthTrak Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $11.4K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.