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

Baker Tilly 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
Q2 		– Sell
-6,212
Closed -$283K – 344
2024
Q1 		$283K Sell
6,212
-1,630
-21% -$74.2K 0.05% 356
2023
Q4 		$361K Sell
7,842
-329
-4% -$14.5K 0.06% 356
2023
Q3 		$357K Sell
8,171
-9,345
-53% -$418K 0.06% 333
2023
Q2 		$796K Buy
17,516
+29
+0.2% +$1.33K 0.08% 240
2023
Q1 		$807K Sell
17,487
-1,022
-6% -$46.8K 0.09% 238
2022
Q4 		$832K Buy
18,509
+4,056
+28% +$181K 0.1% 226
2022
Q3 		$643K Sell
14,453
-935
-6% -$43.6K 0.09% 242
2022
Q2 		$720K Sell
15,388
-43
-0.3% -$2.04K 0.09% 231
2022
Q1 		$766K Buy
15,431
+5,266
+52% +$268K 0.08% 239
2021
Q4 		$538K Sell
10,165
-2,471
-20% -$131K 0.06% 334
2021
Q3 		$673K Buy
12,636
+5,686
+82% +$305K 0.09% 253
2021
Q2 		$372K Buy
+6,950
New +$369K 0.06% 348

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 $18.1B AUM 15% 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

Baker Tilly Wealth Management's IUSB Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2024, closing a stake of 6,212 shares — an estimated $283K sold.

Baker Tilly Wealth Management first reported a position in IUSB in Q2 2021 and held it in 12 quarters. The position peaked at $832K in Q4 2022. 646 funds tracked by Wall St. Rank hold IUSB as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,212 iShares Core Universal USD Bond ETF shares in Q2 2024, an estimated $283K.
  • Baker Tilly Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 12 quarters.
  • Baker Tilly Wealth Management's iShares Core Universal USD Bond ETF position peaked at $832K in Q4 2022.
  • 646 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.