Horst & Graben Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$904K	Sell	20,696 -154	-0.7%	-$6.76K	0.12%	87
2025 Q4	$916K	Sell	20,850 -59	-0.3%	-$2.6K	0.14%	80
2025 Q3	$918K	Sell	20,909 -24,781	-54%	-$1.08M	0.14%	81
2025 Q2	$1.99M	Buy	45,690 +3,764	+9%	+$162K	0.33%	49
2025 Q1	$1.82M	Sell	41,926 -3,417	-8%	-$146K	0.33%	47
2024 Q4	$1.93M	Sell	45,343 -8,712	-16%	-$376K	0.34%	43
2024 Q3	$2.39M	Buy	54,055 +4,171	+8%	+$182K	0.43%	35
2024 Q2	$2.12M	Buy	49,884 +5,664	+13%	+$239K	0.41%	36
2024 Q1	$1.89M	Buy	44,220 +1,621	+4%	+$69.2K	0.39%	36
2023 Q4	$1.84M	Sell	42,599 -14,063	-25%	-$583K	0.4%	37
2023 Q3	$2.31M	Buy	56,662 +251	+0.4%	+$10.5K	0.57%	31
2023 Q2	$2.4M	Buy	56,411 +1,662	+3%	+$71.3K	0.57%	27
2023 Q1	$2.37M	Sell	54,749 -69,565	-56%	-$2.98M	0.59%	26
2022 Q4	$5.25M	Buy	124,314 +12,870	+12%	+$541K	1.37%	14
2022 Q3	$4.66M	Sell	111,444 -2,628	-2%	-$115K	1.32%	18
2022 Q2	$5.02M	Buy	114,072 +5,083	+5%	+$226K	1.36%	16
2022 Q1	$5.07M	Buy	108,989 +1,800	+2%	+$85.7K	1.24%	19
2021 Q4	$5.3M	Buy	107,189 +13,493	+14%	+$667K	1.33%	20
2021 Q3	$4.65M	Buy	93,696 +28,319	+43%	+$1.42M	1.28%	21
2021 Q2	$3.25M	Buy	65,377 +4,503	+7%	+$222K	0.91%	28
2021 Q1	$2.98M	Buy	60,874 +33,471	+122%	+$1.67M	0.94%	24
2020 Q4	$1.39M	Buy	+27,403	New	+$1.38M	0.48%	32

Other funds holding EUSB