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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
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 $5.72T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitegate Investment Counselors's EUSB Position: Q1 2026 in Review

Whitegate Investment Counselors increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 16% in Q1 2026, buying an estimated $36.8K and bringing the position to 6,018 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #56.

Whitegate Investment Counselors first reported a position in EUSB in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Whitegate Investment Counselors held 6,018 shares of iShares ESG Advanced Universal USD Bond ETF worth $262K as of Q1 2026.
  • Whitegate Investment Counselors bought 839 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2026, an estimated $36.8K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.08% of Whitegate Investment Counselors's portfolio in Q1 2026, its #56 holding.
  • Whitegate Investment Counselors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.