Adroit Compliance’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Adroit Compliance’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 Q4	$1.24M	Buy	+26,826	New	+$1.19M	0.26%	34

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

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

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

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

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

Adroit Compliance's IUSB Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2023: 26,826 shares worth $1.24M. The stake represents 0.26% of the portfolio and ranks #34 among its holdings.

628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

Adroit Compliance held 26,826 shares of iShares Core Universal USD Bond ETF worth $1.24M as of Q4 2023.
iShares Core Universal USD Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares Core Universal USD Bond ETF made up 0.26% of Adroit Compliance's portfolio in Q4 2023, its #34 holding.
628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.