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 New York $6.73T AUM 46.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

GPS Wealth Strategies Group's EUSB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2025, closing a stake of 2,798 shares — an estimated $123K sold.

GPS Wealth Strategies Group first reported a position in EUSB in Q1 2023 and held it in 11 quarters. The position peaked at $123K in Q3 2025. 156 funds tracked by Wall St. Rank hold EUSB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,798 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2025, an estimated $123K.
GPS Wealth Strategies Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $123K in Q3 2025.
156 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.