Spire Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Spire Wealth Management’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	$12.7K	Hold	293	–	–	﹤0.01%	1577
2026 Q1	$12.7K	Hold	293	–	–	﹤0.01%	1555
2025 Q4	$12.9K	Hold	293	–	–	﹤0.01%	1633
2025 Q3	$12.9K	Hold	293	–	–	﹤0.01%	1661
2025 Q2	$12.8K	Hold	293	–	–	﹤0.01%	1645
2025 Q1	$12.7K	Hold	293	–	–	﹤0.01%	1766
2024 Q4	$12.4K	Hold	293	–	–	﹤0.01%	1787
2024 Q3	$13K	Hold	293	–	–	﹤0.01%	1568
2024 Q2	$12.5K	Sell	293 -3,710	-93%	-$157K	﹤0.01%	1577
2024 Q1	$171K	Buy	4,003 +1,531	+62%	+$65.4K	﹤0.01%	814
2023 Q4	$106K	Buy	2,472 +579	+31%	+$24K	﹤0.01%	984
2023 Q3	$77.3K	Buy	1,893 +1,797	+1,872%	+$75.3K	﹤0.01%	1026
2023 Q2	$4.09K	Hold	96	–	–	﹤0.01%	2047
2023 Q1	$4.15K	Buy	+96	New	+$4.12K	﹤0.01%	2077
2022 Q2	–	Sell	-22	Closed	-$1K	–	2704
2022 Q1	$1K	Buy	+22	New	+$1.05K	﹤0.01%	2461
2021 Q3	–	Sell	-666	Closed	-$33K	–	2590
2021 Q2	$33K	Buy	+666	New	+$32.9K	﹤0.01%	1653

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

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