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AUA Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AUA Capital 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
Q2 		– Sell
-6,994
Closed -$319K – 85
2024
Q1 		$319K Buy
+6,994
New +$318K 0.18% 69

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BlackRock
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AUA Capital Management's IUSB Position: Q2 2024 in Review

AUA Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 6,994 shares — an estimated $319K sold.

AUA Capital Management first reported a position in IUSB in Q1 2024 and held it in 1 quarter. The position peaked at $319K in Q1 2024. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • AUA Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • AUA Capital Management sold 6,994 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $319K.
  • AUA Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 1 quarter.
  • AUA Capital Management's iShares Core Universal USD Bond ETF position peaked at $319K in Q1 2024.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on AUA Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.