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Whitegate Investment Counselors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Whitegate Investment Counselors’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 		$277K Buy
6,379
+361
+6% +$15.7K 0.08% 62
2026
Q1 		$262K Buy
6,018
+839
+16% +$36.8K 0.08% 56
2025
Q4 		$227K Buy
5,179
+29
+0.6% +$1.28K 0.07% 61
2025
Q3 		$226K Hold
5,150
– – 0.07% 60
2025
Q2 		$224K Buy
+5,150
New +$221K 0.08% 61

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

Whitegate Investment Counselors's EUSB Position: Q2 2026 in Review

Whitegate Investment Counselors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 6% in Q2 2026, buying an estimated $15.7K and bringing the position to 6,379 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #62.

Whitegate Investment Counselors first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Whitegate Investment Counselors held 6,379 shares of iShares ESG Advanced Universal USD Bond ETF worth $277K as of Q2 2026.
  • Whitegate Investment Counselors bought 361 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $15.7K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.08% of Whitegate Investment Counselors's portfolio in Q2 2026, its #62 holding.
  • Whitegate Investment Counselors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.