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GPS Wealth Strategies Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-2,798
Closed -$123K – 880
2025
Q3 		$123K Buy
2,798
+10
+0.4% +$436 0.01% 441
2025
Q2 		$121K Buy
2,788
+9
+0.3% +$387 0.01% 419
2025
Q1 		$120K Buy
2,779
+1,314
+90% +$56.3K 0.02% 408
2024
Q4 		$62.3K Buy
1,465
+1
+0.1% +$43 0.01% 531
2024
Q3 		$64.9K Buy
1,464
+1
+0.1% +$44 0.01% 525
2024
Q2 		$62.2K Buy
1,463
+1,063
+266% +$44.9K 0.01% 496
2024
Q1 		$17.1K Hold
400
– – ﹤0.01% 753
2023
Q4 		$17.3K Sell
400
-381
-49% -$15.8K ﹤0.01% 723
2023
Q3 		$31.9K Hold
781
– – 0.01% 596
2023
Q2 		$33.3K Hold
781
– – 0.01% 592
2023
Q1 		$33.8K Buy
+781
New +$33.5K 0.01% 573

Other funds holding EUSB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return