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Alera Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$272K Hold
5,762
– – 0.03% 219
2024
Q2 		$261K Buy
+5,762
New +$259K 0.03% 219

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Alera Investment Advisors's IUSB Position: Q3 2024 in Review

Alera Investment Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q3 2024 at 5,762 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #219.

Alera Investment Advisors first reported a position in IUSB in Q2 2024 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Alera Investment Advisors held 5,762 shares of iShares Core Universal USD Bond ETF worth $272K as of Q3 2024.
  • Alera Investment Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q3 2024.
  • iShares Core Universal USD Bond ETF made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #219 holding.
  • Alera Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.