Arden Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Arden Trust’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 Q2	$26.7M	Buy	590,474 +17,673	+3%	+$795K	3.73%	7
2024 Q1	$26.1M	Buy	572,801 +20,085	+4%	+$914K	3.64%	5
2023 Q4	$25.5M	Buy	552,716 +48,263	+10%	+$2.13M	3.74%	5
2023 Q3	$22.1M	Sell	504,453 -282,929	-36%	-$12.6M	3.67%	5
2023 Q2	$35.8M	Buy	787,382 +272,918	+53%	+$12.5M	5.88%	2
2023 Q1	$23.7M	Buy	+514,464	New	+$23.5M	4.29%	2

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

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

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

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

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

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

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

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

Arden Trust's IUSB Position: Q2 2024 in Review

Arden Trust increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.1% in Q2 2024, buying an estimated $795K and bringing the position to 590,474 shares worth $26.7M. The position accounts for 3.73% of the portfolio, ranked #7.

Arden Trust first reported a position in IUSB in Q1 2023 and has held it in 6 quarters since. The position peaked at $35.8M in Q2 2023. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

Arden Trust held 590,474 shares of iShares Core Universal USD Bond ETF worth $26.7M as of Q2 2024.
Arden Trust bought 17,673 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $795K.
iShares Core Universal USD Bond ETF made up 3.73% of Arden Trust's portfolio in Q2 2024, its #7 holding.
Arden Trust first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 6 quarters since.
Arden Trust's iShares Core Universal USD Bond ETF position peaked at $35.8M in Q2 2023.
646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.