Physician Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Physician Wealth 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	$15.9K	Sell	365 -3,516	-91%	-$154K	﹤0.01%	678
2025 Q4	$170K	Sell	3,881 -570	-13%	-$25.1K	0.02%	218
2025 Q3	$195K	Buy	4,451 +20	+0.5%	+$871	0.03%	201
2025 Q2	$193K	Buy	4,431 +23	+0.5%	+$989	0.03%	191
2025 Q1	$191K	Sell	4,408 -258	-6%	-$11.1K	0.03%	187
2024 Q4	$198K	Buy	4,666 +36	+0.8%	+$1.55K	0.03%	186
2024 Q3	$204K	Buy	+4,630	New	+$202K	0.04%	180
2022 Q4	–	Sell	-8,855	Closed	-$372K	–	153
2022 Q3	$372K	Sell	8,855 -150	-2%	-$6.57K	0.11%	91
2022 Q2	$406K	Buy	9,005 +182	+2%	+$8.11K	0.12%	93
2022 Q1	$394K	Buy	8,823 +666	+8%	+$31.7K	0.1%	98
2021 Q4	$397K	Buy	+8,157	New	+$403K	0.1%	99

Other funds holding EUSB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return