Abich Financial Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Abich Financial Wealth 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
2024 Q3	$25K	Buy	+531	New	+$24.6K	0.06%	137

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

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Abich Financial Wealth Management's IUSB Position: Q3 2024 in Review

Abich Financial Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2024: 531 shares worth $25K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings.

663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

Abich Financial Wealth Management held 531 shares of iShares Core Universal USD Bond ETF worth $25K as of Q3 2024.
iShares Core Universal USD Bond ETF was a new Abich Financial Wealth Management position in Q3 2024.
iShares Core Universal USD Bond ETF made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2024, its #137 holding.
663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.