Advisory Alpha’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,902
Closed -$695K 352
2023
Q3
$695K Sell
15,902
-11,642
-42% -$520K 0.04% 168
2023
Q2
$1.25M Buy
+27,544
New +$1.26M 0.06% 135

Other funds holding IUSB

Advisory Alpha's IUSB Position: Q4 2023 in Review

Advisory Alpha sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2023, closing a stake of 15,902 shares — an estimated $695K sold.

Advisory Alpha first reported a position in IUSB in Q2 2023 and held it in 2 quarters. The position peaked at $1.25M in Q2 2023. 628 funds tracked by Wall St. Rank hold IUSB as of Q4 2023.

  • Advisory Alpha reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Advisory Alpha sold 15,902 iShares Core Universal USD Bond ETF shares in Q4 2023, an estimated $695K.
  • Advisory Alpha first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Advisory Alpha's iShares Core Universal USD Bond ETF position peaked at $1.25M in Q2 2023.
  • 628 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2023.

Based on Advisory Alpha's 13F filing for Q4 2023, filed 23 Jan 2024.