Advisor Partners II’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisor Partners II’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	$337K	Hold	7,713	–	–	0.01%	891
2023 Q2	$351K	Buy	7,713 +7	+0.1%	+$320	0.02%	730
2023 Q1	$356K	Hold	7,706	–	–	0.02%	661
2022 Q4	$346K	Buy	7,706 +268	+4%	+$12K	0.02%	636
2022 Q3	$331K	Buy	+7,438	New	+$347K	0.03%	583

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

Advisor Partners II's IUSB Position: Q3 2023 in Review

Advisor Partners II held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2023 at 7,713 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #891.

Advisor Partners II first reported a position in IUSB in Q3 2022 and has held it in 5 quarters since. The position peaked at $356K in Q1 2023. 543 funds tracked by Wall St. Rank hold IUSB as of Q3 2023.

Advisor Partners II held 7,713 shares of iShares Core Universal USD Bond ETF worth $337K as of Q3 2023.
Advisor Partners II left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2023.
iShares Core Universal USD Bond ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #891 holding.
Advisor Partners II first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's iShares Core Universal USD Bond ETF position peaked at $356K in Q1 2023.
543 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.