SWP
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Sagespring Wealth Partners’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sagespring Wealth Partners’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
Q1 		– Sell
-5,330
Closed -$226K – 667
2024
Q4 		$226K Buy
+5,330
New +$230K 0.01% 558

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Sagespring Wealth Partners's EUSB Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 5,330 shares — an estimated $226K sold.

Sagespring Wealth Partners first reported a position in EUSB in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Sagespring Wealth Partners reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 5,330 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $226K.
  • Sagespring Wealth Partners first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2024 and held it in 1 quarter.
  • Sagespring Wealth Partners's iShares ESG Advanced Universal USD Bond ETF position peaked at $226K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.