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Xena Financial Planning’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Xena Financial Planning’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 		$3.33M Buy
76,669
+30,979
+68% +$1.35M 3.2% 10
2026
Q1 		$1.99M Buy
45,690
+21,230
+87% +$932K 2.24% 13
2025
Q4 		$1.07M Buy
+24,460
New +$1.08M 1.26% 17

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

Xena Financial Planning's EUSB Position: Q2 2026 in Review

Xena Financial Planning increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 68% in Q2 2026, buying an estimated $1.35M and bringing the position to 76,669 shares worth $3.33M. The position accounts for 3.2% of the portfolio, ranked #10.

Xena Financial Planning first reported a position in EUSB in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Xena Financial Planning held 76,669 shares of iShares ESG Advanced Universal USD Bond ETF worth $3.33M as of Q2 2026.
  • Xena Financial Planning bought 30,979 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $1.35M.
  • iShares ESG Advanced Universal USD Bond ETF made up 3.2% of Xena Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Xena Financial Planning first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.