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Savant Capital’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Savant Capital’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 		$734K Buy
16,883
+3
+0% +$132 ﹤0.01% 732
2025
Q4 		$741K Sell
16,880
-2,617
-13% -$115K ﹤0.01% 678
2025
Q3 		$856K Sell
19,497
-40
-0.2% -$1.74K 0.01% 623
2025
Q2 		$851K Buy
19,537
+1,620
+9% +$69.7K 0.01% 571
2025
Q1 		$776K Buy
17,917
+7,352
+70% +$315K 0.01% 555
2024
Q4 		$449K Buy
10,565
+5
+0% +$216 ﹤0.01% 926
2024
Q3 		$468K Sell
10,560
-18
-0.2% -$785 ﹤0.01% 892
2024
Q2 		$450K Buy
10,578
+4,790
+83% +$202K ﹤0.01% 829
2024
Q1 		$248K Buy
5,788
+245
+4% +$10.5K ﹤0.01% 961
2023
Q4 		$240K Buy
+5,543
New +$230K ﹤0.01% 765

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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