3D/L Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

3D/L Capital Management’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,390	Closed	-$427K	–	94
2023 Q2	$427K	Sell	9,390 -7,228	-43%	-$331K	0.12%	65
2023 Q1	$767K	Sell	16,618 -760	-4%	-$34.8K	0.2%	46
2022 Q4	$781K	Buy	17,378 +3,119	+22%	+$140K	0.21%	40
2022 Q3	$635K	Sell	14,259 -664	-4%	-$31K	0.19%	43
2022 Q2	$699K	Buy	14,923 +1,576	+12%	+$74.9K	0.2%	42
2022 Q1	$662K	Buy	13,347 +2,192	+20%	+$112K	0.16%	55
2021 Q4	$590K	Buy	11,155 +560	+5%	+$29.7K	0.14%	59
2021 Q3	$564K	Buy	10,595 +1,483	+16%	+$79.7K	0.14%	61
2021 Q2	$487K	Buy	9,112 +2,106	+30%	+$112K	0.12%	71
2021 Q1	$370K	Buy	+7,006	New	+$375K	0.09%	81

Other funds holding IUSB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3D/L Capital Management's IUSB Position: Q3 2023 in Review

3D/L Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2023, closing a stake of 9,390 shares — an estimated $427K sold.

3D/L Capital Management first reported a position in IUSB in Q1 2021 and held it in 10 quarters. The position peaked at $781K in Q4 2022. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

3D/L Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
3D/L Capital Management sold 9,390 iShares Core Universal USD Bond ETF shares in Q3 2023, an estimated $427K.
3D/L Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 10 quarters.
3D/L Capital Management's iShares Core Universal USD Bond ETF position peaked at $781K in Q4 2022.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on 3D/L Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.