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Savvy Advisors Inc’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Savvy Advisors Inc’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
2024
Q4 		– Sell
-5,681
Closed -$252K – 458
2024
Q3 		$252K Buy
5,681
+234
+4% +$10.2K 0.05% 291
2024
Q2 		$232K Buy
+5,447
New +$230K 0.08% 261

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SWM
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Envestnet Portfolio Solutions
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I
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SI
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JP Morgan Chase
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BRIA
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Savvy Advisors Inc's EUSB Position: Q4 2024 in Review

Savvy Advisors Inc sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 5,681 shares — an estimated $252K sold.

Savvy Advisors Inc first reported a position in EUSB in Q2 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Savvy Advisors Inc reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,681 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $252K.
  • Savvy Advisors Inc first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and held it in 2 quarters.
  • Savvy Advisors Inc's iShares ESG Advanced Universal USD Bond ETF position peaked at $252K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.