EUSB ISHARES TR

Ownership history in Johnson Bixby & Associates, LLC  ·  18 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported ISHARES TR (EUSB) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows EUSB at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson Bixby & Associates, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EUSB was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Johnson Bixby & Associates, LLC held EUSB — position size vs. price
% of Fund (quarterly)    EUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 30,267 +624 +2.1% 0.16% $1.3M 2026-04-16 $43.63
2025 Q4 REDUCED 29,643 -425 -1.4% 0.16% $1.3M 2026-01-14 $43.63
2025 Q3 ADDED 30,068 +18 +0.1% 0.17% $1.3M 2025-10-16 $43.40
2025 Q2 REDUCED 30,050 -668 -2.2% 0.18% $1.3M 2025-07-17 $41.82
2025 Q1 ADDED 30,718 +417 +1.4% 0.20% $1.3M 2025-04-23 $41.19
2024 Q4 ADDED 30,301 +950 +3.2% 0.20% $1.3M 2025-01-21 $40.61
2024 Q3 REDUCED 29,351 -4,185 -12.5% 0.20% $1.3M 2024-10-10 $41.19
2024 Q2 REDUCED 33,536 -2,871 -7.9% 0.24% $1.4M 2024-07-19 $40.19
2024 Q1 ADDED 36,407 +4,816 +15.2% 0.27% $1.6M 2024-04-22 $38.71
2023 Q4 REDUCED 31,591 -592 -1.8% 0.26% $1.4M 2024-01-18 $39.21
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Bixby & Associates, LLC and EUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson Bixby & Associates, LLC reported owning EUSB?

Johnson Bixby & Associates, LLC reported EUSB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EUSB position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for EUSB was 0.27% in 2024 Q1.

What is the latest reported EUSB position on this page?

The most recent filing on this page is 2026 Q1, when Johnson Bixby & Associates, LLC reported 30,267 shares, equal to 0.16% of portfolio, with an estimated market value of $1.3M.

What does the chart on this EUSB ownership page compare?

The chart compares Johnson Bixby & Associates, LLC's quarterly EUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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