Seeds Investor’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Seeds Investor’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	$16.2M	Buy	370,504 +10,838	+3%	+$476K	2.21%	8
2025 Q4	$15.8M	Buy	359,666 +14,593	+4%	+$642K	3.03%	7
2025 Q3	$15.2M	Buy	345,073 +14,579	+4%	+$635K	3.2%	6
2025 Q2	$14.4M	Sell	330,494 -39,417	-11%	-$1.69M	3.38%	5
2025 Q1	$16M	Sell	369,911 -4,015	-1%	-$172K	4.5%	4
2024 Q4	$15.9M	Buy	373,926 +7,823	+2%	+$338K	4.53%	4
2024 Q3	$16.2M	Sell	366,103 -11,244	-3%	-$491K	6.06%	2
2024 Q2	$16.1M	Buy	377,347 +3,586	+1%	+$151K	8.23%	2
2024 Q1	$16M	Buy	373,761 +38,581	+12%	+$1.65M	14.75%	1
2023 Q4	$14.5M	Buy	+335,180	New	+$13.9M	16.39%	1

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

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

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return