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Axim Planning & Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-516
Closed -$23K – 102
2022
Q3 		$23K Buy
516
+84
+19% +$3.92K 0.02% 78
2022
Q2 		$20K Buy
+432
New +$20.5K 0.02% 70

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axim Planning & Wealth's IUSB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Core Universal USD Bond ETF (IUSB) in Q4 2022, closing a stake of 516 shares — an estimated $23K sold.

Axim Planning & Wealth first reported a position in IUSB in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q3 2022. 525 funds tracked by Wall St. Rank hold IUSB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Core Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 516 iShares Core Universal USD Bond ETF shares in Q4 2022, an estimated $23K.
  • Axim Planning & Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Core Universal USD Bond ETF position peaked at $23K in Q3 2022.
  • 525 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.