Gould Asset Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Gould Asset Management’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 Q3	–	Sell	-9,500	Closed	-$404K	–	166
2024 Q2	$404K	Hold	9,500	–	–	0.09%	107
2024 Q1	$407K	Buy	+9,500	New	+$406K	0.1%	109
2023 Q4	–	Sell	-8,950	Closed	-$366K	–	159
2023 Q3	$366K	Buy	8,950 +600	+7%	+$25.2K	0.1%	96
2023 Q2	$356K	Hold	8,350	–	–	0.1%	103
2023 Q1	$361K	Buy	+8,350	New	+$358K	0.1%	100

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

Gould Asset Management's EUSB Position: Q3 2024 in Review

Gould Asset Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2024, closing a stake of 9,500 shares — an estimated $404K sold.

Gould Asset Management first reported a position in EUSB in Q1 2023 and held it in 5 quarters. The position peaked at $407K in Q1 2024. 157 funds tracked by Wall St. Rank hold EUSB as of Q3 2024.

Gould Asset Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2024 after selling out during the quarter.
Gould Asset Management sold 9,500 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2024, an estimated $404K.
Gould Asset Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 5 quarters.
Gould Asset Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $407K in Q1 2024.
157 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2024.

Based on Gould Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.