American Portfolios Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

American Portfolios 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
2022 Q3	$1.61M	Buy	36,139 +3,842	+12%	+$179K	0.07%	292
2022 Q2	$1.51M	Buy	32,297 +2,303	+8%	+$109K	0.06%	304
2022 Q1	$1.49M	Buy	29,994 +4,621	+18%	+$236K	0.05%	363
2021 Q4	$1.34M	Buy	25,373 +17,369	+217%	+$921K	0.05%	390
2021 Q3	$426K	Buy	8,004 +344	+4%	+$18.5K	0.02%	772
2021 Q2	$410K	Buy	7,660 +2,821	+58%	+$150K	0.02%	809
2021 Q1	$255K	Sell	4,839 -188	-4%	-$10.1K	0.01%	927
2020 Q4	$274K	Buy	5,027 +4,447	+767%	+$242K	0.01%	772
2020 Q3	$31.5K	Sell	580 -73	-11%	-$3.99K	﹤0.01%	1496
2020 Q2	$35.5K	Hold	653	–	–	﹤0.01%	1416
2020 Q1	$34.3K	Hold	653	–	–	﹤0.01%	1323
2019 Q4	$34K	Hold	653	–	–	﹤0.01%	1503
2019 Q3	$34.2K	Sell	653 -76	-10%	-$3.96K	﹤0.01%	1452
2019 Q2	$37.7K	Hold	729	–	–	﹤0.01%	1390
2019 Q1	$36.9K	Hold	729	–	–	﹤0.01%	1314
2018 Q4	$35.9K	Hold	729	–	–	﹤0.01%	1146
2018 Q3	$35.8K	Hold	729	–	–	﹤0.01%	1258
2018 Q2	$36K	Hold	729	–	–	﹤0.01%	1206
2018 Q1	$36.4K	Buy	729 +200	+38%	+$10K	0.01%	1158
2017 Q4	$26.9K	Buy	+529	New	+$26.9K	﹤0.01%	1220

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's IUSB Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q3 2022, buying an estimated $179K and bringing the position to 36,139 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #292.

American Portfolios Advisors first reported a position in IUSB in Q4 2017 and has held it in 20 quarters since. 475 funds tracked by Wall St. Rank hold IUSB as of Q3 2022.

American Portfolios Advisors held 36,139 shares of iShares Core Universal USD Bond ETF worth $1.61M as of Q3 2022.
American Portfolios Advisors bought 3,842 iShares Core Universal USD Bond ETF shares in Q3 2022, an estimated $179K.
iShares Core Universal USD Bond ETF made up 0.07% of American Portfolios Advisors's portfolio in Q3 2022, its #292 holding.
American Portfolios Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 20 quarters since.
475 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.