Sonoma Allocations’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sonoma Allocations’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 Q2	–	Sell	-21,068	Closed	-$916K	–	131
2026 Q1	$916K	Buy	21,068 +7,127	+51%	+$313K	0.32%	52
2025 Q4	$610K	Buy	13,941 +7,129	+105%	+$314K	0.2%	63
2025 Q3	$301K	Buy	+6,812	New	+$297K	0.11%	96

Other funds holding EUSB

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return