EUSB β€” ISHARES TR

Ownership history in Sanctuary Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Sanctuary Advisors, LLC reported a position in ISHARES TR (EUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    EUSB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 8,845 -992 -10.1% 0.00% $379K $40.60
2024 Q3 REDUCED 9,837 -4,603 -31.9% 0.00% $421K $41.82
2024 Q2 INITIATED 14,440 β€” β€” 0.00% $602K β€”

🏒 Other funds also holding EUSB

As of 2025 Q4 β€” sorted by position size

IMPACTfolio, LLC 3Y 11.1% SEEDS INVESTOR LLC 3.03% Balanced Rock Investment Advisors LLC 2.23% Bond & Devick Financial Network, Inc. 3Y 1.59% Stewardship Advisors, LLC 3Y 0.84% SigFig Wealth Management, LLC 3Y 7Y 0.83% Skyline Advisors, Inc. 0.49% One Wealth Advisors, LLC 3Y 7Y 0.44% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 0.33% Sandbox Financial Partners, LLC 3Y 0.27%
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