Congress Holdings

Most held

EUSB

iShares ESG Advanced Universal USD Bond ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Susie Lee NV-3 Member Fidelity Investments IRA ⇒ iShares ESG Advanced Universal USD Bond ETF (EUSB) EF $100,001 - $250,000 August 12, 2026
filing 10075708, p. 2
Susie Lee NV-3 Member Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ iShares ESG Advanced Universal USD Bond ETF (EUSB) EF $100,001 - $250,000 August 12, 2026
filing 10075708, p. 3

How the count is made: see Most held.