Tempus Wealth Planning’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Tempus Wealth Planning’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
2025 Q1	–	Sell	-5,577	Closed	-$237K	–	259
2024 Q4	$237K	Buy	5,577 +99	+2%	+$4.27K	0.07%	216
2024 Q3	$243K	Hold	5,478	–	–	0.09%	197
2024 Q2	$233K	Sell	5,478 -56	-1%	-$2.36K	0.1%	178
2024 Q1	$237K	Buy	5,534 +609	+12%	+$26K	0.1%	176
2023 Q4	$213K	Sell	4,925 -85	-2%	-$3.53K	0.09%	182
2023 Q3	$205K	Sell	5,010 -279	-5%	-$11.7K	0.1%	158
2023 Q2	$225K	Sell	5,289 -727	-12%	-$31.2K	0.1%	168
2023 Q1	$260K	Sell	6,016 -535	-8%	-$22.9K	0.13%	140
2022 Q4	$276K	Sell	6,551 -4,415	-40%	-$186K	0.17%	138
2022 Q3	$459K	Buy	+10,966	New	+$480K	0.31%	93

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tempus Wealth Planning's EUSB Position: Q1 2025 in Review

Tempus Wealth Planning sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 5,577 shares — an estimated $237K sold.

Tempus Wealth Planning first reported a position in EUSB in Q3 2022 and held it in 10 quarters. The position peaked at $459K in Q3 2022. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

Tempus Wealth Planning reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
Tempus Wealth Planning sold 5,577 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $237K.
Tempus Wealth Planning first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 10 quarters.
Tempus Wealth Planning's iShares ESG Advanced Universal USD Bond ETF position peaked at $459K in Q3 2022.
169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.