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

LifePlan Investment 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
2026
Q1 		$370K Buy
8,507
+61
+0.7% +$2.68K 0.15% 96
2025
Q4 		$371K Hold
8,446
– – 0.15% 90
2025
Q3 		$371K Sell
8,446
-4,036
-32% -$176K 0.16% 89
2025
Q2 		$544K Buy
12,482
+1,345
+12% +$57.8K 0.27% 68
2025
Q1 		$482K Buy
11,137
+126
+1% +$5.4K 0.28% 69
2024
Q4 		$468K Buy
11,011
+2,724
+33% +$118K 0.29% 65
2024
Q3 		$367K Buy
8,287
+35
+0.4% +$1.53K 0.23% 67
2024
Q2 		$351K Buy
8,252
+2,068
+33% +$87.3K 0.25% 68
2024
Q1 		$265K Sell
6,184
-9
-0.1% -$384 0.21% 70
2023
Q4 		$268K Sell
6,193
-2,122
-26% -$88K 0.25% 59
2023
Q3 		$340K Buy
8,315
+1,147
+16% +$48.1K 0.36% 46
2023
Q2 		$305K Buy
+7,168
New +$307K 0.34% 46

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I
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Thrivent Financial for Lutherans
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SI
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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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return