BAM
IUSB icon

Baldrige Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Baldrige Asset 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
2022
Q1 		– Sell
-26
Closed -$1K – 331
2021
Q4 		$1K Sell
26
-463
-95% -$24.5K ﹤0.01% 321
2021
Q3 		$26K Sell
489
-464
-49% -$24.9K 0.01% 214
2021
Q2 		$51K Buy
+953
New +$50.6K 0.02% 165

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baldrige Asset Management's IUSB Position: Q1 2022 in Review

Baldrige Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2022, closing a stake of 26 shares — an estimated $1K sold.

Baldrige Asset Management first reported a position in IUSB in Q2 2021 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 477 funds tracked by Wall St. Rank hold IUSB as of Q1 2022.

  • Baldrige Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Baldrige Asset Management sold 26 iShares Core Universal USD Bond ETF shares in Q1 2022, an estimated $1K.
  • Baldrige Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and held it in 3 quarters.
  • Baldrige Asset Management's iShares Core Universal USD Bond ETF position peaked at $51K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.