AWM
IUSB icon

Aspire Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Aspire Wealth Management’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 		$1.04M Buy
22,166
+5,929
+37% +$275K 0.56% 37
2024
Q2 		$734K Sell
16,237
-545
-3% -$24.5K 0.42% 47
2024
Q1 		$765K Buy
16,782
+6,501
+63% +$296K 0.46% 42
2023
Q4 		$474K Buy
10,281
+25
+0.2% +$1.1K 0.32% 54
2023
Q3 		$448K Buy
10,256
+211
+2% +$9.43K 0.34% 52
2023
Q2 		$457K Buy
10,045
+343
+4% +$15.7K 0.35% 54
2023
Q1 		$448K Buy
9,702
+4,312
+80% +$197K 0.36% 55
2022
Q4 		$242K Sell
5,390
-80
-1% -$3.58K 0.21% 73
2022
Q3 		$243K Sell
5,470
-379
-6% -$17.7K 0.23% 71
2022
Q2 		$274K Buy
5,849
+261
+5% +$12.4K 0.25% 71
2022
Q1 		$277K Buy
5,588
+1,368
+32% +$69.7K 0.22% 76
2021
Q4 		$223K Buy
+4,220
New +$224K 0.18% 79

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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

Aspire Wealth Management's IUSB Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q3 2024, buying an estimated $275K and bringing the position to 22,166 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #37.

Aspire Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold IUSB as of Q3 2024.

  • Aspire Wealth Management held 22,166 shares of iShares Core Universal USD Bond ETF worth $1.04M as of Q3 2024.
  • Aspire Wealth Management bought 5,929 iShares Core Universal USD Bond ETF shares in Q3 2024, an estimated $275K.
  • iShares Core Universal USD Bond ETF made up 0.56% of Aspire Wealth Management's portfolio in Q3 2024, its #37 holding.
  • Aspire Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 12 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.