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 $5.7T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return