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

Western Wealth 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
2026
Q2 		$326K Buy
7,504
+572
+8% +$24.8K 0.01% 804
2026
Q1 		$302K Sell
6,932
-28
-0.4% -$1.23K 0.01% 798
2025
Q4 		$306K Buy
+6,960
New +$306K 0.01% 652

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I
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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

Western Wealth Management's EUSB Position: Q2 2026 in Review

Western Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 8.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 7,504 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #804.

Western Wealth Management first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Western Wealth Management held 7,504 shares of iShares ESG Advanced Universal USD Bond ETF worth $326K as of Q2 2026.
  • Western Wealth Management bought 572 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $24.8K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #804 holding.
  • Western Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.