AWM
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Accel Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Accel 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
2023
Q2 		– Sell
-470
Closed -$21.7K – 519
2023
Q1 		$21.7K Hold
470
– – 0.01% 684
2022
Q4 		$21.1K Hold
470
– – 0.01% 534
2022
Q3 		$21K Buy
+470
New +$21.9K 0.01% 544
2021
Q2 		– Sell
-56
Closed -$3K – 911
2021
Q1 		$3K Buy
+56
New +$3K ﹤0.01% 804

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Accel Wealth Management's IUSB Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2023, closing a stake of 470 shares — an estimated $21.7K sold.

Accel Wealth Management first reported a position in IUSB in Q1 2021 and held it in 4 quarters. The position peaked at $21.7K in Q1 2023. 524 funds tracked by Wall St. Rank hold IUSB as of Q2 2023.

  • Accel Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 470 iShares Core Universal USD Bond ETF shares in Q2 2023, an estimated $21.7K.
  • Accel Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 4 quarters.
  • Accel Wealth Management's iShares Core Universal USD Bond ETF position peaked at $21.7K in Q1 2023.
  • 524 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.