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Fermata Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Fermata Advisors’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
2024
Q4 		– Sell
-4,676
Closed -$207K – 276
2024
Q3 		$207K Buy
+4,676
New +$204K 0.04% 233

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SWM
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Envestnet Portfolio Solutions
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I
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LPL Financial
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SI
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JP Morgan Chase
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BRIA
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Fermata Advisors's EUSB Position: Q4 2024 in Review

Fermata Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 4,676 shares — an estimated $207K sold.

Fermata Advisors first reported a position in EUSB in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Fermata Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fermata Advisors sold 4,676 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $207K.
  • Fermata Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2024 and held it in 1 quarter.
  • Fermata Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $207K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Fermata Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.