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ABLE Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

ABLE Financial Group’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
Q2 		– Sell
-4,910
Closed -$227K – 145
2023
Q1 		$227K Buy
+4,910
New +$225K 0.15% 115

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ABLE Financial Group's IUSB Position: Q2 2023 in Review

ABLE Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 4,910 shares — an estimated $227K sold.

ABLE Financial Group first reported a position in IUSB in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • ABLE Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • ABLE Financial Group sold 4,910 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $227K.
  • ABLE Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • ABLE Financial Group's iShares Core Universal USD Bond ETF position peaked at $227K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on ABLE Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.